Financial ADVSR advisor directory · SEC adviser records
Planmember Securities Corporation financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Planmember Securities Corporation office in San Diego, A to Z.
The short answer
8 registered advisors work at Planmember Securities Corporation in San Diego, out of 403 at the firm nationwide; it ranks number 63 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
Planmember Securities Corporation advisors in San Diego, A to Z
Every Planmember Securities Corporation advisor →- Jeffrey P. LovegrenAlso a broker rep
- Barbara G. MeyersCertified Financial Planner · Also a broker rep
- Anthony S. PaviaAlso a broker rep
- Kyle RiharbAlso a broker rep
- Heather C. RingCertified Financial Planner · Also a broker rep
- Alyssa N. SaadAlso a broker rep
- James L. SmoogenAlso a broker rep
- Victoria R. WinkelmanCertified Financial Planner · Also 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 14Agoura Hills, CA 5Copley, OH 5Irvington, NY 5Santa Barbara, CA 5Winter Springs, FL 5Elkridge, MD 4Los Angeles, CA 4Naperville, IL 4Tyler, TX 4
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Planmember Securities Corporation have in San Diego?
8 investment adviser representatives are registered at Planmember Securities Corporation offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 403 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is Planmember Securities Corporation one of the largest advisor employers in San Diego?
Planmember Securities Corporation ranks number 63 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Planmember Securities Corporation advisor in San Diego?
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.