PlanMember Securities
Company Management

PlanMember Securities

Financial Services Carpinteria, California, United States 81 employees
Employees
81
Contacts
3
Emails
3
Phones
1

PlanMember Securities Overview

Headquarters
Carpinteria, California, United States
Industry
Financial Services
Employees
81
Founded
1992
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About PlanMember Securities

PlanMember Securities Corporation is a Broker/Dealer and Registered Investment Advisor committed to giving financial professionals unique opportunities to build and expand their fee-based business. Specializing in creating and distributing retirement plan solutions for nonprofit and for-profit employers and their employees across the country, and for associations, unions, membership groups, and their members, PlanMember Securities is a highly-ranked industry pioneer. • PlanMember regularly ranks in the top 10 among Broker/Dealers for fee-based business* • PlanMember is ranked #6 in terms of revenue growth for independent Broker/Dealers* • PlanMember ranks in the top 25 independent Broker/Dealer for home office support* Financial professionals seeking to grow their income can join PlanMember Securities as a PlanMember Financial Center owner, an affiliated PlanMember Financial Center advisor, or an individual advisor while remaining completely independent. Today PlanMember is operating more than 40 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80. PlanMember provides sales training, business development and integrated marketing support as well as administrative, compliance, and technology through our Partnership for Success Program. With the most innovative business succession options in the industry, PlanMember advisors get the most value for a lifetime of work at their retirement. Interested financial professionals should contact PlanMember at (800) 874-6910, extension 2553. * Financial Planning Magazine, June 2017 issue. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, Investment Advisor and member FINRA/SIPC. 6187 Carpinteria Avenue, Carpinteria, CA 93013 • (800) 874-6910

PlanMember Securities Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

PlanMember Securities Org Chart

Sample employees and titles
Name Title Contact
Tim Kadlec Investment Advisor Representative
View
Quincy Caldwell Registered Representative
Email
Kelly Demmo Independent Financial Services
Email
George Fraunces One2one Wealth Strategies / Registered
Email Phone

Employees by Management Level

Individual contributor 14 profiles
Executive 5 profiles
Associate / junior 2 profiles
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 1
Executive 3 3 1
Finance 3 3 0
Sales 1 1 0

Compare Similar Companies to PlanMember Securities