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Nickolas R Hankerson

Planmember Securities Corp.

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About Nickolas R Hankerson

Nickolas Hankerson is a financial advisor who has been in the industry since July 2007. Nickolas Hankerson currently works with Planmember Securities Corp. Nickolas Hankerson is registered to provide investment advice in Arizona, California, Connecticut, Florida, Hawaii, Idaho, Kentucky, Massachusetts, Missouri, Montana, Nevada, North Carolina, Oregon, Texas, Washington, Wisconsin and Wyoming. Nickolas Hankerson is a licensed representative of Planmember Securities Corp., United Financial Northwest LLC, Summit Financial, Haven Financial Group, and Cornerstone Financial Planning Group. Nickolas Hankerson provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Nickolas Hankerson 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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Nickolas Hankerson’s Registration & Firm History

CA

03/10/2022 - Present

Planmember Securities Corp. (CARPINTERIA CA)

OR

01/03/2017 - 02/17/2017

LINCOLN INVESTMENT (PORTLAND OR)

OR

08/02/2010 - 01/03/2017

LEGEND EQUITIES CORPORATION (PORTLAND OR)

OR

07/30/2007 - 08/05/2010

AXA ADVISORS, LLC (TIGARD OR)

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Licenses & Designations

BOTH

Issued 08/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nickolas R Hankerson.
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