Planmember Securities Corporation

Planmember Securities Corporation (CRD# 11869) is a financial advisory firm headquartered in Carpinteria, CA. They manage $7,530,125,901 in 67,968 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,530
    MILLION
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
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
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 11 - 20 of 415 top financial advisors.
11
Marina A. Armbruster
CRD#: 1821994
2009 V Street, Suite 201, Sacramento, CA 95818

Marina Armbruster (CRD# 1821994) is an Investment Advisor Representative working at Planmember Securities Corporation in Sacramento, CA and has over 32 years of experience in the finance industry.

12
Cindy S. Asuncion
CRD#: 4481400
95-119 Kamehameha Hwy, Suite A, Mililani, HI 96789

Cindy Asuncion (CRD# 4481400) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 22 years of experience in the finance industry.

13
Harvey C. Atterbury
CRD#: 2385982
6187 Carpinteria Avenue, Carpinteria, CA 93013

Harvey Atterbury (CRD# 2385982) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.

14
John W. Au
CRD#: 3018425
95-119 Kamehameha Hwy, Suite A, Mililani, HI 96789

John Au (CRD# 3018425) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 26 years of experience in the finance industry.

15
Joseph Avallone
CRD#: 1859953
Oviedo, FL

Joseph Avallone (CRD# 1859953) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.

16
Christopher R. Avey
CRD#: 3160027
6187 Carpinteria Avenue, Carpinteria, CA 93013

Christopher Avey (CRD# 3160027) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 25 years of experience in the finance industry.

17
Douglas E. Bagley
CRD#: 5233560
4445 Wilson Avenue Sw, Grandville, MI 49418

Douglas Bagley (CRD# 5233560) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 17 years of experience in the finance industry.

18
Joseph B. Banach
CRD#: 5566968
4445 Wilson Avenue Sw, Grandville, MI 49418

Joseph Banach (CRD# 5566968) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 15 years of experience in the finance industry.

19
Aaron Barlev
CRD#: 1389065
Woodland Hills, CA

Aaron Barlev (CRD# 1389065) is an Investment Advisor Representative working at Planmember Securities Corporation in Woodland Hills, CA and has over 16 years of experience in the finance industry.

20
Julie H. Barron
CRD#: 5512223
6187 Carpinteria Avenue, Carpinteria, CA 93013

Julie Barron (CRD# 5512223) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 15 years of experience in the finance industry.

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