Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony Lafranca

Planmember Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony Lafranca

Anthony Lafranca is a financial advisor with Planmember Securities Corp. Anthony has been in the financial industry since 2000, and has worked with several firms throughout the years including Scarborough Securities Corporation, IFMG Securities, Inc., Charles Schwab & Co., Inc., and Wall Street Access. Anthony is registered with FINRA and in 51 states, including New York. Anthony is a general securities representative and has experience with a range of financial planning and investment services.

Firm Information

Anthony Lafranca is currently registered with Planmember Securities Corp.. 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

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.

Anthony Lafranca’s Registration & Firm History

NY

07/26/2021 - Present

Planmember Securities Corp. (IRVINGTON NY)

NY

06/04/2007 - 01/24/2011

SCARBOROUGH SECURITIES CORPORATION (IRVINGTON NY)

NY

01/11/2006 - 04/27/2007

IFMG SECURITIES, INC. (PURCHASE NY)

TX

03/19/2004 - 11/18/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

09/22/2000 - 03/09/2004

WALL STREET ACCESS (NEW YORK NY)

Not sure if Anthony Lafranca is right for you?

Licenses & Designations

BOTH

Issued 01/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/13/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/13/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/29/2001

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Lafranca.
Not sure if Anthony Lafranca is right for you?