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Financial ADVSR advisor directory · SEC adviser records

Planmember Securities Corporation financial advisors in Florida

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

The short answer

42 registered advisors work at Planmember Securities Corporation in Florida, out of 403 nationwide; it's the firm's number 2 state by advisors, and the most are in Oviedo (23). 3 list the CFP designation and 40 are also registered broker representatives.

Planmember Securities Corporation advisors by city in Florida

Every firm in Florida →

Oviedo 23Winter Springs 5Weston 2Boynton Beach 1Brandon 1Dunnellon 1Flagler Beach 1Fort Myers 1Jacksonville Beach 1Key Largo 1Lakeland 1Ocala 1Rockledge 1Tampa 1West Palm Beach 1

Planmember Securities Corporation advisors in Florida, A to Z

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Planmember Securities Corporation in other states

California 188Texas 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 Florida?

42 investment adviser representatives are registered at Planmember Securities Corporation offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 403 at the firm nationwide. 3 list the CFP designation and 40 are also registered as broker representatives.

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

Oviedo, with 23, then Winter Springs (5). Planmember Securities Corporation has advisors in 15 cities in Florida.

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

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.