Use our Financial Advisor Match Tool to find your ideal match.

Are you with Planmember Securities Corp.?

Showcase your expertise, keep your information up to date and connect with potential clients.

Claim Your Profile

Are you a financial advisor?

Find and update your Invested Better profile.

This information is unverified and unclaimed information.

Firm Information

Planmember Securities Corp. is a corporation formed in March 1982 with its main office in Carpinteria, CA. The firm provides financial planning, pension consulting, educational seminars, and investment supervisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Planmember Securities Corp. manages over $8 billion in assets under management.

Planmember Securities Corp.

6187 CARPINTERIA AVENUE

CARPINTERIA, CA 93013

$8.28B

Assets Under Management

100 Total Clients

510

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

provides investment supervisory services

Provides investment supervisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

Advisors at Planmember Securities Corp.

View All 510 Advisors

David T Kuga

CARPINTERIA, CA

View Profile

Ronald Jeffery Heller

CARPINTERIA, CA

View Profile

Anna Ramos Bernardo

CARPINTERIA, CA

View Profile

David Yoshikazu Arakaki

Mililani, HI

LOS ALAMITOS, CA

LONG BEACH, CA

CARPINTERIA, CA

Norco, CA

View All 510 Advisors

Find Your Ideal Financial Advisor

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Not sure if Planmember Securities Corp. is right for you?

Disclosures

There is public disclosure for Planmember Securities Corp.. Review regulatory record here.

Frequently Asked Questions (11)

Helpful Articles

Not sure Planmember Securities Corp. is the right advisor for you? Invested Better is here to help.

Why Should You Consult a Divorce Financial Advisor?

Financial Advisors for Entrepreneurs with Small Business

How to Max Out Your 401(k) Contributions

Planmember Securities Corp.

Headquartered in CARPINTERIA, CA

When are you planning to retire?

Are you with Planmember Securities Corp.?

Are you a financial advisor?

Firm Information

Planmember Securities Corp.

$8.28B

Assets Under Management

100

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

provides investment supervisory services

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (49)

Advisors at Planmember Securities Corp.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (11)

Helpful Articles

When are you planning to retire?

Are you with Planmember Securities Corp.?

Are you a financial advisor?

Helpful Articles

Planmember Securities Corp.

Headquartered in CARPINTERIA, CA

When are you planning to retire?

Are you with Planmember Securities Corp.?

Are you a financial advisor?

Firm Information

Planmember Securities Corp.

$8.28B

Assets Under Management

100

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

provides investment supervisory services

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (49)

Advisors at Planmember Securities Corp.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (11)

What type of firm is PLANMEMBER SECURITIES CORPORATION?

Where is PLANMEMBER SECURITIES CORPORATION located?

When was PLANMEMBER SECURITIES CORPORATION formed?

What services does PLANMEMBER SECURITIES CORPORATION provide?

How much does PLANMEMBER SECURITIES CORPORATION manage in regulatory assets?

What types of clients does PLANMEMBER SECURITIES CORPORATION serve?

How many licensed agents, investment adviser representatives, and registered representatives does PLANMEMBER SECURITIES CORPORATION have?

Does PLANMEMBER SECURITIES CORPORATION participate in wrap fee programs?

What is PLANMEMBER SECURITIES CORPORATION's SEC number?

In which states is PLANMEMBER SECURITIES CORPORATION registered?

What is PLANMEMBER SECURITIES CORPORATION's website address?

Helpful Articles

When are you planning to retire?

Are you with Planmember Securities Corp.?

Are you a financial advisor?

Helpful Articles