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Financial ADVSR advisor directory · SEC adviser records

Planmember Securities Corporation financial advisors in Agoura Hills, CA

Every SEC-registered investment adviser representative at a Planmember Securities Corporation office in Agoura Hills, A to Z.

The short answer

6 registered advisors work at Planmember Securities Corporation in Agoura Hills, out of 403 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Planmember Securities Corporation advisors in Agoura Hills, A to Z

Every Planmember Securities Corporation advisor →

Planmember Securities Corporation advisors in every city and state →Planmember Securities Corporation: assets, clients and custodians →Advisor Moves: who changed firms this week →

Planmember Securities Corporation advisors in other cities

Carpinteria, CA 129Oviedo, FL 23Grandville, MI 21Farmingville, NY 15Austin, TX 14Mililani, HI 14San Diego, CA 8Copley, OH 5Irvington, NY 5Santa Barbara, CA 5Winter Springs, FL 5Elkridge, MD 4Los Angeles, CA 4Naperville, IL 4Tyler, TX 4

Other firms in Agoura Hills

All Agoura Hills advisors →

Ameriprise Financial Services, LLC 5Edward Jones 5LPL Financial LLC 4

Questions

How many financial advisors does Planmember Securities Corporation have in Agoura Hills?

6 investment adviser representatives are registered at Planmember Securities Corporation offices in Agoura Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 403 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Planmember Securities Corporation one of the largest advisor employers in Agoura Hills?

Planmember Securities Corporation ranks number 1 in Agoura Hills by registered advisors, ahead of Ameriprise Financial Services, LLC (5).

How do I check a Planmember Securities Corporation advisor in Agoura Hills?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Planmember Securities Corporation office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.