PLANMEMBER SECURITIES CORPORATION

CARPINTERIA, California·2 registered advisors·CRD# 11869
SEC# 801-39177350805-684-1199
01

Firm Overview

AUM
$8.3B
Regulatory assets under management
Employees
427
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PLANMEMBER SECURITIES CORPORATION

2 registered advisors
Richard Hillyard Ford
CARPINTERIA, California
William Starr Kemble
CARPINTERIA, California
05

Office Locations

CARPINTERIA, California
2 advisors

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Data sourced from SEC Form ADV filings. PLANMEMBER SECURITIES CORPORATION (CRD# 11869) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.