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 41 - 50 of 415 top financial advisors.
41
Kyle J. Breitzman
CRD#: 5161223
6187 Carpinteria Avenue, Carpinteria, CA 93010

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.

42
James B. Brennan
CRD#: 4615301
3513 Spectrum Blvd, Suite 200, Richardson, TX 75082

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.

43
Steven M. Bresler
CRD#: 853343
Golden, CO

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.

44
Edgar A. Brown
CRD#: 1463057
100 Bunny Run, Suite 101, Horseshoe Bay, TX 78657

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.

45
Martha A. Brown
CRD#: 2833933
6187 Carpinteria Avenue, Carpinteria, CA 93013

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.

46
Mark A. Bucciere
CRD#: 1996252
Westerville, OH

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.

47
Eugene D. Bunnell
CRD#: 1306928
Oviedo, FL

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.

48
Alexander D. Burum
CRD#: 6539689
Oxnard, CA

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.

49
Kevin J. Cantwell
CRD#: 2948312
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738

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.

50
Scott D. Carlin
CRD#: 1504310
Rancho Cucamonga, CA

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.

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