PLANMEMBER SECURITIES CORPORATION

6187 Carpinteria Avenue
Carpinteria, California 93013
Tel: 805-684-1199

About PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION, formally registered with the SEC as PLANMEMBER SECURITIES CORPORATION. The firm was established in 06/27/1991. They have over 351 offices throughout the country.

PLANMEMBER SECURITIES CORPORATION is a Carpinteria, California based Financial Planning firm with nearly $8,275,617,707 assets under management, offering retirement planning & investment advisory services to 69347 clients. The firm is staffed with 427 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	11869
SEC#	801-39177
Assets Managed by Firm	$8,275,617,707
No. of Clients	69347
No. of Advisors	427

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PROVIDES INVESTMENT SUPERVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	69347	$8,275,617,707
Individuals (other than high net worth individuals)	67413	$6,686,699,109
High net worth individuals	392	$662,049,416
Pension and profit sharing plans	80	$885,491,094
Charitable organizations	80	$8,275,617
Corporations or other businesses	69	$33,102,471

More Retirement Planning firms in Carpinteria, California:

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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