Financial ADVSR advisor directory · SEC adviser records
Planmember Securities Corporation financial advisors in Los Angeles, CA
Every SEC-registered investment adviser representative at a Planmember Securities Corporation office in Los Angeles, A to Z.
The short answer
4 registered advisors work at Planmember Securities Corporation in Los Angeles, out of 403 at the firm nationwide; it ranks number 88 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Planmember Securities Corporation advisors in Los Angeles, A to Z
Every Planmember Securities Corporation advisor →- Charles L. BennettCertified Financial Planner · Also a broker rep
- Carol CoryCertified Financial Planner · Also a broker rep
- Luis J. FondevilaAlso a broker rep
- Maxwell B. KilstofteAlso a broker rep
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 8Agoura Hills, CA 5Copley, OH 5Irvington, NY 5Santa Barbara, CA 5Winter Springs, FL 5Elkridge, MD 4Naperville, IL 4Tyler, TX 4
Other firms in Los Angeles
All Los Angeles advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 315J.P. Morgan Securities LLC 291Capital Client Group, Inc. 276Morgan Stanley 194Lido 161UBS Financial Services Inc. 133Wells Fargo Clearing Services, LLC 119Rockefeller Financial LLC 96Seia 73Capital Group Private Client Services, Inc. 68Strategic Advisers LLC 58MML Investors Services, LLC 53
Questions
How many financial advisors does Planmember Securities Corporation have in Los Angeles?
4 investment adviser representatives are registered at Planmember Securities Corporation offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 403 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Planmember Securities Corporation one of the largest advisor employers in Los Angeles?
Planmember Securities Corporation ranks number 88 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 315.
How do I check a Planmember Securities Corporation advisor in Los Angeles?
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.