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).
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Total Assets Under Management7,530MILLION
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Total Number of Accounts67,968ACCOUNTS
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Average Account Value$110,789
- 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
Kyle Breitzman (CRD# 5161223) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 17 years of experience in the finance industry.
James Brennan (CRD# 4615301) is an Investment Advisor Representative working at Planmember Securities Corporation in Richardson, TX and has over 20 years of experience in the finance industry.
Steven Bresler (CRD# 853343) is an Investment Advisor Representative working at Planmember Securities Corporation in Golden, CO and has over 6 years of experience in the finance industry.
Edgar Brown (CRD# 1463057) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.
Martha Brown (CRD# 2833933) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
Mark Bucciere (CRD# 1996252) is an Investment Advisor Representative working at Planmember Securities Corporation in Westerville, OH and has over 14 years of experience in the finance industry.
Eugene Bunnell (CRD# 1306928) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 29 years of experience in the finance industry.
Alexander Burum (CRD# 6539689) is an Investment Advisor Representative working at Planmember Securities Corporation in Oxnard, CA and has over 6 years of experience in the finance industry.
Kevin Cantwell (CRD# 2948312) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 16 years of experience in the finance industry.
Scott Carlin (CRD# 1504310) is an Investment Advisor Representative working at Planmember Securities Corporation in Rancho Cucamonga, CA and has over 29 years of experience in the finance industry.