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 Berzovich (CRD# 3213654) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 24 years of experience in the finance industry.
Aaron Bessonette (CRD# 5288704) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 11 years of experience in the finance industry.
Michael Borgailo (CRD# 2408504) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.
Erika Borman (CRD# 2746585) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
Jeff Borr (CRD# 6103802) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 11 years of experience in the finance industry.
Stacie Bowman (CRD# 2428621) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Marvin Boxdorfer (CRD# 1585872) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 36 years of experience in the finance industry.
Douglas Brackin (CRD# 2690151) is an Investment Advisor Representative working at Planmember Securities Corporation in Fishers, IN and has over 28 years of experience in the finance industry.
Keith Brady (CRD# 2613526) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 26 years of experience in the finance industry.
Whitney Brady (CRD# 3124064) is an Investment Advisor Representative working at Planmember Securities Corporation in Odessa, TX and has over 25 years of experience in the finance industry.