Planmember Securities Corporation

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Total assets under management

$9,035,509,268

Total clients

68,474

1% high-net worth

Total advisors

432

of 432 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

159

Average account size

$131,955

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Provides investment supervisory services

Disclosures

Main office location

Planmember Securities Corporation

6187 Carpinteria Avenue

Carpinteria CA 93013, United States

Number of offices

351

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 805-684-1199

Advisors at this firm

Terry D

Series 63, Series 65

Austin, TX

Planmember Securities Corporation

Luke M

Series 63

Farmingville, NY

Planmember Securities Corporation

Scott M

Series 63

Heber City, UT

Planmember Securities Corporation

Jason S

Series 66

Grandville, MI

Planmember Securities Corporation

Larry W

CFP®, Series 63, Series 65

Oviedo, FL

Planmember Securities Corporation

Charles R

Series 63, Series 65

Carpinteria, CA

Planmember Securities Corporation

Whitney B

Series 63

Carpinteria, CA

Planmember Securities Corporation

Ashley G

Series 63, Series 65

Visalia, CA

Planmember Securities Corporation

William M

ChFC®, Series 63, Series 65

Carpinteria, CA

Planmember Securities Corporation

Gregory M

Series 63, Series 65

Carpinteria, CA

Planmember Securities Corporation

Aaron C

Series 63, Series 65

Sheridan, WY

Planmember Securities Corporation

Lindsey J

CFP®, Series 66

Houston, TX

Planmember Securities Corporation

Jerome O

Series 63, Series 65

Carpinteria, CA

Planmember Securities Corporation

Steven B

Series 63, Series 65

Jamesville, NY

Planmember Securities Corporation

Carter F

Series 63, Series 65

Grandville, MI

Planmember Securities Corporation

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