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
Alexander Eisenberg (CRD# 4244334) is an Investment Advisor Representative working at Planmember Securities Corporation in San Francisco, CA and has over 23 years of experience in the finance industry.
Scott Ellsworth (CRD# 5708329) is an Investment Advisor Representative working at Planmember Securities Corporation in Gilbert, AZ and has over 14 years of experience in the finance industry.
Judah-ben Ernst (CRD# 5446732) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 16 years of experience in the finance industry.
Regan Ertle (CRD# 2297465) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 31 years of experience in the finance industry.
Ryan Ewart (CRD# 6731392) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 6 years of experience in the finance industry.
Larry Eye (CRD# 203481) is an Investment Advisor Representative working at Planmember Securities Corporation in Norco, CA and has 1 year of experience in the finance industry.
Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Willits, CA and has over 21 years of experience in the finance industry.
Joseph Fernandes (CRD# 2809449) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 26 years of experience in the finance industry.
Jay Finn (CRD# 4334550) is an Investment Advisor Representative working at Planmember Securities Corporation in Houston, TX and has over 23 years of experience in the finance industry.
Michael Flattery (CRD# 4548222) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 19 years of experience in the finance industry.