Advisor at Planmember Securities Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Planmember Securities Corporation
Location
Pacifica, CA
Credentials
Series 63, Series 65
Industry experience
13 years
Based on Planmember Securities Corporation
Pacifica, CA
California
PlanMember Securities Corporation
2024 - Present (2 years)
FIDELITY iNVESTMENTS
2022 - 2023 (1 year)
California Association of Professional Firefighters (CAPF)
2022 - Present (4 years)
California Law Enforcement Association (CLEA)
2022 - Present (4 years)
National Peace Officers and Fire Fighters Benefit Association
2022 - Present (4 years)
Mass Mutual Investors Services
2020 - 2022 (2 years)
MassMutual Life Insurance
2020 - 2022 (2 years)
Edgewater Insurance Solutions LLC (DBA Edgewater Group Advisors)
2014 - Present (12 years)
Cambridge Investment Research, Inc
2013 - 2020 (7 years)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2013 - 2020 (7 years)
California Administrative Insurance Services
2010 - 2022 (12 years)
Aflac
2008 - 2019 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
San Francisco, CA
Leonard Jr., Gary A.
Series 65
Oakland, CA
FM Capital Group
Series 66
San Francisco, CA
Patel Capital Management
CFP®, Series 63, Series 65
San Mateo, CA
Gosho Financial Group
CFP®
Foster City, CA
Graystone Advisor, LLC
I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
CFP®, Series 66
Redwood City, CA
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