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PLANMEMBER SECURITIES CORPORATION
Tel: 805-684-1199
6187 Carpinteria Avenue Carpinteria, California 93013
PLANMEMBER SECURITIES CORPORATION
PLANMEMBER SECURITIES CORPORATION is a Carpinteria, California based financial advisory firm with nearly $8,275,617,707 in assets under management and provides investment advisory services for 69347 clients. There are currently 427 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (PROVIDES INVESTMENT SUPERVISORY SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
11869
SEC#:
801-39177
No. of Clients:
69347
Assets under Management
$8,275,617,707
No. of Advisors:
427
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