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Chief Financial Officer / Finops · Planmember Securities Corporation

Steven R Hanson

CRD 4854600 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Planmember Securities Corporation, an SEC-registered broker-dealer firm based in Carpinteria, CA with $10.1 billion in regulatory assets, lists Steven R Hanson on its Form ADV as Chief Financial Officer / Finops, a control person. The SEC filings also name Steven at 1 other registered adviser.

Firms and roles

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.