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Chad Jay Fowers

Planmember Securities Corp.

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About Chad Jay Fowers

Chad Fowers is a financial advisor at Planmember Securities Corp. Chad has been in the financial industry since September 2, 1996. Chad has been registered with Planmember Securities Corp. since January 12, 2005. Chad is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7) and has passed the Uniform Securities Agent State Law Examination (Series 63). Chad has also passed the Uniform Investment Adviser Law Examination (Series 65). Chad has worked with Sunamerica Securities, Inc. in Phoenix, Arizona. Chad also previously worked at GWN Securities Inc. in Palm Beach Gardens, Florida.

Firm Information

Chad Fowers 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Chad Fowers’s Registration & Firm History

FL

01/12/2005 - Present

Planmember Securities Corp. (OVIEDO FL)

FL

08/24/2004 - 01/27/2005

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

AZ

01/02/2003 - 08/19/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CA

01/11/2002 - 02/13/2003

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

CT

12/10/1996 - 12/31/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NE

08/20/1996 - 12/13/1996

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

IA

Issued 04/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Jay Fowers.
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