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PLANMEMBER SECURITIES CORPORATION
PLANMEMBER SECURITIES CORPORATION
CARPINTERIA, California
·
2 registered advisors
·
CRD# 11869
SEC# 801-39177
350
805-684-1199
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 Planning
Investment Management
Wealth Management
04
Advisors at PLANMEMBER SECURITIES CORPORATION
2 registered advisors
Richard Hillyard Ford
CARPINTERIA, California
CRD# 1349184
William Starr Kemble
CARPINTERIA, California
CRD# 5239389
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
.