Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Allen Brown is a financial advisor with Planmember Securities Corp. located in Horseshoe Bay, TX. Edgar has been in the financial services industry since 1997. Edgar holds the Series 7, Series 24, Series 27, Series 28, Series 53, Series 63, and Series 66 licenses. Edgar specializes in providing financial planning, portfolio management, and investment supervisory services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Edgar also owns VF Insurance Services, LLC and Garden Wheel Enterprises LLC, which provide marketing support services for designated representatives of Planmember Securities Corp.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/07/2013 - Present
Planmember Securities Corp. (Horseshoe Bay TX)
TX
04/09/2001 - 10/07/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
12/09/1999 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IN
04/25/1996 - 08/25/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
OH
08/02/1995 - 04/19/1996
VISTA FINANCIAL SERVICES CORPORATION (HUDSON OH)
BOTH
Issued 01/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/27/1995
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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