Planmember Financial Corporation
Get Full AccessDescription
- Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and 30 regionally-based Financial Centers located across the country.Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. 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.
-
Headquarters:6187 Carpinteria Avenue , Carpinteria, California, United States
More -
Phone Number: +1 800-874-6910
-
Website: https://www.planmember.com
-
Employees:151
-
Revenue:$10 - 50M
-
Legal Name:Planmember Financial Corporation
-
Planmember Financial Corporation's Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
View Employees
Frequently Asked Questions regarding Planmember Financial Corporation
-
Where are Planmember Financial Corporation's Headquarters?
Planmember Financial Corporation's Headquarters are in 6187 Carpinteria Avenue ,Carpinteria,California,United States
-
What is Planmember Financial Corporation's phone number?
Planmember Financial Corporation's phone number is +1 800-874-6910
-
What is Planmember Financial Corporation's official website?
Planmember Financial Corporation's official website is https://www.planmember.com
-
What is Planmember Financial Corporation's Revenue?
Planmember Financial Corporation's revenue is $10 - 50M
-
What is Planmember Financial Corporation's NAICS code?
Planmember Financial Corporation's NAICS code is 523930
-
How many employees are working in Planmember Financial Corporation
Planmember Financial Corporation has 151 employees
-
What is Planmember Financial Corporation's Industry?
Planmember Financial Corporation is in the industry of Financial Services
-
Who is Planmember Financial Corporation's Chief Investment Officer?
Planmember Financial Corporation's Chief Investment Officer is Thomas Nugent