Planmember Securities Corporation

Planmember Securities Corporation (CRD# 11869) is a financial advisory firm headquartered in Carpinteria, CA. They manage $4,290,116,608 in 73,525 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,290
    MILLION
  • Total Number of Accounts
    73,525
    ACCOUNTS
  • Average Account Value
    $58,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Planmember Securities Corporation
Showing 1 - 10 of 255 top financial advisors.
1
Austin J. Adams
CRD#: 6629736
Carpinteria, CA 93013

Austin Adams (CRD# 6629736) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 3 years of experience in the finance industry.

2
Martin W. Adams
CRD#: 2703719
Birmingham, AL 35235

Martin Adams (CRD# 2703719) is an Investment Advisor Representative working at Planmember Securities Corporation in Birmingham, AL and has over 23 years of experience in the finance industry.

3
John J. Akacki
CRD#: 5699003
Mcdonough, GA 30253

John Akacki (CRD# 5699003) is an Investment Advisor Representative working at Planmember Securities Corporation in Mcdonough, GA and has over 9 years of experience in the finance industry.

4
Stuart B. Allen
CRD#: 1829040
Winchester, VA 22601

Stuart Allen (CRD# 1829040) is an Investment Advisor Representative working at Planmember Securities Corporation in Winchester, VA and has over 29 years of experience in the finance industry. Stuart Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Scott A. Anderholt
CRD#: 5675592
Westlake Village, CA 91362

Scott Anderholt (CRD# 5675592) is an Investment Advisor Representative working at Planmember Securities Corporation in Westlake Village, CA and has over 9 years of experience in the finance industry.

6
David Y. Arakaki
CRD#: 2439082
Mililani, HI 96789

David Arakaki (CRD# 2439082) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 21 years of experience in the finance industry.

7
Martin M. Arinaga
CRD#: 1377331
Carpinteria, CA 93013

Martin Arinaga (CRD# 1377331) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 34 years of experience in the finance industry. Martin Arinaga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Travis L. Armstrong
CRD#: 714459
Fresno, CA 93711

Travis Armstrong (CRD# 714459) is an Investment Advisor Representative working at Planmember Securities Corporation in Fresno, CA and has over 22 years of experience in the finance industry.

9
Richard B. Arnold
CRD#: 3105337
Round Rock, TX 78664

Richard Arnold (CRD# 3105337) is an Investment Advisor Representative working at Planmember Securities Corporation in Round Rock, TX and has over 20 years of experience in the finance industry.

10
Cindy S. Asuncion
CRD#: 4481400
Mililani, HI 96789

Cindy Asuncion (CRD# 4481400) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 17 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.