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Financial ADVSR advisor directory · SEC adviser records

Planmember Securities Corporation financial advisors

Every SEC-registered investment adviser representative at Planmember Securities Corporation, by the state and city of the office they work from.

The short answer

403 registered advisors work at Planmember Securities Corporation, in 29 states and 129 cities; the most are in Carpinteria, CA (129). 47 list the CFP designation and 388 are also registered broker representatives.

Cities with the most Planmember Securities Corporation advisors

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 4Tyler, TX 4Anchorage, AK 3Houston, TX 3Kansas City, MO 3McDonough, GA 3Richardson, TX 3Ventura, CA 3Brighton, MI 2Chicago, IL 2Corpus Christi, TX 2Dana Point, CA 2Lake Oswego, OR 2Leominster, MA 2Levittown, NY 2Littleton, CO 2

Planmember Securities Corporation advisors by state

Questions

How many financial advisors does Planmember Securities Corporation have?

403 investment adviser representatives are registered with Planmember Securities Corporation, according to the SEC's Investment Adviser Public Disclosure records, in 29 states and 129 cities. 47 list the CFP designation and 388 are also registered as broker representatives.

Where does Planmember Securities Corporation have the most advisors?

Carpinteria, CA, with 129 registered advisors, then Oviedo, FL (23). By state, California has the most, with 188.

How do I find a Planmember Securities Corporation financial advisor near me?

Pick your state below, then your city, to see every Planmember Securities Corporation advisor registered at an office there. Each one 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. An advisor registered at Planmember Securities Corporation offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →