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Financial ADVSR advisor directory · SEC adviser records

Planmember Securities Corporation financial advisors in California

Every SEC-registered investment adviser representative at a Planmember Securities Corporation office in California, by city and A to Z.

The short answer

195 registered advisors work at Planmember Securities Corporation in California, out of 403 nationwide; it's the firm's number 1 state by advisors, and the most are in Carpinteria (129). 22 list the CFP designation and 183 are also registered broker representatives.

Planmember Securities Corporation advisors by city in California

Every firm in California →

Carpinteria 129San Diego 8Agoura Hills 5Santa Barbara 5Los Angeles 4Ventura 3Dana Point 2Palm Desert 2Rancho Palos Verdes 2Berkeley 1Corona 1Duarte 1Encino 1Fresno 1Grover Beach 1Huntington Beach 1La Jolla 1La Quinta 1Long Beach 1Los Alamitos 1Manhattan Beach 1Norco 1Pacifica 1Palm Springs 1Riverside 1Sacramento 1San Dimas 1San Jose 1San Juan Capistrano 1San Leandro 1Santa Monica 1Stockton 1Temescal Valley 1Torrance 1Victorville 1Westlake Village 1Yorba Linda 1

Planmember Securities Corporation advisors in California, A to Z

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

Planmember Securities Corporation in other states

Florida 42Texas 33Michigan 25New York 23Hawaii 15Ohio 9Illinois 8Pennsylvania 6Virginia 6Georgia 5Maryland 5Washington 4Alaska 3Alabama 3Colorado 3Massachusetts 3Missouri 3Oregon 3Tennessee 3Utah 3

Questions

How many Planmember Securities Corporation financial advisors are in California?

195 investment adviser representatives are registered at Planmember Securities Corporation offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 403 at the firm nationwide. 22 list the CFP designation and 183 are also registered as broker representatives.

Where in California does Planmember Securities Corporation have the most advisors?

Carpinteria, with 129, then San Diego (8). Planmember Securities Corporation has advisors in 37 cities in California.

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

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.