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Planmember Securities Corporation financial advisors in Washington
Every SEC-registered investment adviser representative at a Planmember Securities Corporation office in Washington, by city and A to Z.
The short answer
5 registered advisors work at Planmember Securities Corporation in Washington, out of 403 nationwide; it's the firm's number 13 state by advisors, and the most are in East Wenatchee (1). 0 list the CFP designation and 5 are also registered broker representatives.
Planmember Securities Corporation advisors by city in Washington
Every firm in Washington →Planmember Securities Corporation advisors in Washington, A to Z
Search by name →- Jacob W. BakerLacey
- David DotsonSeattle
- Marlee R. LawsonLakewood
- Erik J. PetersonEast Wenatchee
- Kurt A. RoddyGig Harbor
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
California 188Florida 42Texas 33Michigan 25New York 23Hawaii 15Ohio 9Illinois 8Pennsylvania 6Virginia 6Georgia 5Maryland 5Alaska 3Alabama 3Colorado 3Massachusetts 3Missouri 3Oregon 3Tennessee 3Utah 3
Questions
How many Planmember Securities Corporation financial advisors are in Washington?
5 investment adviser representatives are registered at Planmember Securities Corporation offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 403 at the firm nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Where in Washington does Planmember Securities Corporation have the most advisors?
East Wenatchee, with 1, then Gig Harbor (1). Planmember Securities Corporation has advisors in 4 cities in Washington.
How do I check a Planmember Securities Corporation advisor in Washington?
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.