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Financial ADVSR advisor directory · SEC adviser records

Planmember Securities Corporation financial advisors in Ventura, CA

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

The short answer

2 registered advisors work at Planmember Securities Corporation in Ventura, out of 403 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Planmember Securities Corporation advisors in Ventura, 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 8Agoura Hills, CA 5Copley, OH 5Irvington, NY 5Santa Barbara, CA 5Winter Springs, FL 5Elkridge, MD 4Los Angeles, CA 4Naperville, IL 4

Other firms in Ventura

All Ventura advisors →

LPL Financial LLC 16Anacapa Financial, LLC 5Integrity Wealth Advisors, Inc. 5Mariner 4D.A. Davidson & Co. 3J.P. Morgan Securities LLC 3The Lynd Group Advisors, LLC 3Verus Capital Partners, LLC 3

Questions

How many financial advisors does Planmember Securities Corporation have in Ventura?

2 investment adviser representatives are registered at Planmember Securities Corporation offices in Ventura, California, according to the SEC's Investment Adviser Public Disclosure records, out of 403 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

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

Planmember Securities Corporation ranks number 7 in Ventura by registered advisors; LPL Financial LLC has the most, with 16.

How do I check a Planmember Securities Corporation advisor in Ventura?

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.