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).
-
Total Assets Under Management8,276MILLION
-
Total Number of Accounts69,347ACCOUNTS
-
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
Joseph Bauers (CRD# 4437770) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 22 years of experience in the finance industry.
Andrew Beaugard (CRD# 4971393) is an Investment Advisor Representative working at Planmember Securities Corporation in Kansas City, MO and has over 18 years of experience in the finance industry.
Kenneth Behm (CRD# 5010852) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 18 years of experience in the finance industry.
David Behrens (CRD# 1278160) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 39 years of experience in the finance industry.
Donald Bennett (CRD# 1412162) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Terri Bennett (CRD# 817982) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Richard Bentel (CRD# 2659749) is an Investment Advisor Representative working at Planmember Securities Corporation in Naperville, IL and has over 28 years of experience in the finance industry.
Gerard Berardi (CRD# 4465024) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 22 years of experience in the finance industry.
John Berkhoff (CRD# 5203562) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 16 years of experience in the finance industry.
Anna Bernardo (CRD# 4761048) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 19 years of experience in the finance industry.