Planmember Securities Corporation
Planmember Securities Corporation (CRD# 11869) is a financial advisory firm headquartered in Carpinteria, CA. They manage $8,275,617,707 in 69,347 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management8,276MILLION
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Michael George (CRD# 6245773) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 10 years of experience in the finance industry.
Marilyn Germann (CRD# 3026600) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 26 years of experience in the finance industry.
Tracy Gillette (CRD# 1635673) is an Investment Advisor Representative working at Planmember Securities Corporation in Brandon, FL and has over 24 years of experience in the finance industry.
David Goss (CRD# 2674354) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Jeffrey Grau (CRD# 2542386) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Joel Gritten (CRD# 1065371) is an Investment Advisor Representative working at Planmember Securities Corporation in Yorba Linda, CA and has over 30 years of experience in the finance industry.
Matthew Guyette (CRD# 2715238) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 28 years of experience in the finance industry.
Michael Hall (CRD# 4178271) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 24 years of experience in the finance industry.
Dale Hancock (CRD# 1884732) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Nickolas Hankerson (CRD# 5171007) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 16 years of experience in the finance industry.