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
Kelly Demmo (CRD# 5091023) is an Investment Advisor Representative working at Planmember Securities Corporation in Lakeland, FL and has over 16 years of experience in the finance industry.
John Desousa (CRD# 737038) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has 1 year of experience in the finance industry.
Thomas Desroches (CRD# 6450958) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 6 years of experience in the finance industry.
Kenneth Donnelly (CRD# 2092531) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 32 years of experience in the finance industry.
John Dowdall (CRD# 3183423) is an Investment Advisor Representative working at Planmember Securities Corporation in Fulshear, TX and has over 24 years of experience in the finance industry.
Michael Drabkin (CRD# 3231420) is an Investment Advisor Representative working at Planmember Securities Corporation in Dana Point, CA and has over 24 years of experience in the finance industry.
Frederick Drummond (CRD# 5157694) is an Investment Advisor Representative working at Planmember Securities Corporation in Weston, FL and has over 15 years of experience in the finance industry.
Troy Dueker (CRD# 2369805) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Terry Duhamel (CRD# 1895011) is an Investment Advisor Representative working at Planmember Securities Corporation in Camarillo, CA and has over 27 years of experience in the finance industry.
Bradley Easom (CRD# 3077764) is an Investment Advisor Representative working at Planmember Securities Corporation in Dunnellon, FL and has over 16 years of experience in the finance industry.