Financial ADVSR advisor directory · SEC adviser records
Planmember Securities Corporation financial advisors in Richardson, TX
Every SEC-registered investment adviser representative at a Planmember Securities Corporation office in Richardson, A to Z.
The short answer
3 registered advisors work at Planmember Securities Corporation in Richardson, out of 403 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Planmember Securities Corporation advisors in Richardson, A to Z
Every Planmember Securities Corporation advisor →- James B. BrennanAlso a broker rep
- Chad C. HarrisAlso a broker rep
- Clifford I. NicholsAlso a broker rep
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 Richardson
All Richardson advisors →Ameriprise Financial Services, LLC 22Lemnis Capital 12Cetera Investment Advisers LLC 11J.P. Morgan Securities LLC 11State Farm Investment Management Corp. 11Edward Jones 9Generational Wealth Advisors 9Osaic Wealth, Inc. 8LPL Financial LLC 749 Financial 5Dhl Wealth Management LLC 5Orion Wealth Management LLC 5
Questions
How many financial advisors does Planmember Securities Corporation have in Richardson?
3 investment adviser representatives are registered at Planmember Securities Corporation offices in Richardson, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 403 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Planmember Securities Corporation one of the largest advisor employers in Richardson?
Planmember Securities Corporation ranks number 17 in Richardson by registered advisors; Ameriprise Financial Services, LLC has the most, with 22.
How do I check a Planmember Securities Corporation advisor in Richardson?
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.