Unclaimed Profile

Daniel Anthony Murphy

PLANMEMBER ASSET MANAGEMENT CORPORATION·CARPINTERIA, California

SIE, Series 4, Series 6TO, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record24 years registeredPLANMEMBER ASSET MANAGEMENT CORPORATION

6187 CARPINTERIA AVENUE, CARPINTERIA, CA 93013CRD# 2407381Firm CRD# 289591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Anthony Murphy · CARPINTERIA, CA

Registration

CRD #2407381 · PLANMEMBER ASSET MANAGEMENT CORPORATION · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANMEMBER ASSET MANAGEMENT CORPORATION

KESTRA ADVISORY SERVICES, LLC

Aug 2020 – Dec 2020

AUSTIN, TX

CENTAURUS FINANCIAL, INC.

Oct 2019 – Feb 2020

ANAHEIM, CA

PLANMEMBER SECURITIES CORPORATION

Apr 2005 – Mar 2019

CARPINTERIA, CA

WM FINANCIAL SERVICES, INC.

Apr 2002 – Apr 2005

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6TO

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · April 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANMEMBER ASSET MANAGEMENT CORPORATION

CRD 289591 · SEC 801-111678

Employees

Total firm employees

Services offered by PLANMEMBER ASSET MANAGEMENT CORPORATION

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PLANMEMBER ASSET MANAGEMENT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Daniel Anthony Murphy offer?

Daniel Anthony Murphy specializes in Investment Management, Fee-Only Advisory.

What are Daniel Anthony Murphy's credentials?

Daniel Anthony Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Anthony Murphy located?

Daniel Anthony Murphy is based in CARPINTERIA, California, last registered with PLANMEMBER ASSET MANAGEMENT CORPORATION.

How does Daniel Anthony Murphy charge for services?

Daniel Anthony Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANMEMBER ASSET MANAGEMENT CORPORATION?

PLANMEMBER ASSET MANAGEMENT CORPORATION has approximately 8 employees. The firm is registered with the SEC as an investment adviser.

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