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
Company Details
- Employees
- 81
- Founded
- -
- Address
- 6187 Carpinteria Ave, Carpinteria,california 93013,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- joinplanmember.com
- Keywords
- Carpinteria.
- HQ
- Carpinteria, California
Planmember Securities Questions
Planmember Securities's website is joinplanmember.com
Planmember Securities's LinkedIn profile is https://www.linkedin.com/company/planmember-securities
Planmember Securities has
81 employees.
View email and phone details for 81
employees at Planmember Securities.
Planmember Securities's industry is
Financial Services
Planmember Securities's top competitors are
Odyssey Financial,
Mutual, Inc.,
Path To Jobs,
Scarborough Alliance Group,
Planmember Financial Corporation,
Mindful Wealth Planners Llc,
The 401k Latte Company,
Atlantic Prints,
Self-Employed,
New York Life Insurance Company.
Planmember Securities's categories are Financial Services
Planmember Securities's founding year is 1992
