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    Planmember Securities Corporation

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    Description

    • 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. Since 2004, PlanMember has ranked #1 for 10 out of 12 years among Broker/Dealers for fee-based business PlanMember ranked #7 in terms of revenue growth for independent Broker/Dealers PlanMember has been named a top 10 independent Broker/Dealer for home office support for 4 consecutive years Financial professionals looking to grow their income can join PlanMember Securities as a PlanMember Financial Center, an affiliated PlanMember Financial Center advisor, or individual advisor while remaining completely independent. Today PlanMember is operating more than 30 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80 Financial Centers by 2020. 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 vesting and business succession options available 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. 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
    • location

      Headquarters:6187 Carpinteria Avenue , Carpinteria, California, United States

      More
    • Planmember Securities Corporation phone

      Phone Number: +1 805-684-1199

    • Planmember Securities Corporation website

      Website: https://www.joinplanmember.com

    • Planmember Securities Corporation employees

      Employees:75

    • Planmember Securities Corporation revenue

      Revenue:$10 - 50M

    • Planmember Securities Corporation legal name

      Legal Name:Planmember Securities Corporation

    • Planmember Securities Corporation's Social Media

      Planmember Securities Corporation linkedin Planmember Securities Corporation facebook Planmember Securities Corporation twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Vice President And Chief Compliance Officer for Planmember Securities Corporation

    Sean Haley

    Vice President And Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Sean Haley

    Vice President And Chief Compliance Officer

    Marc Houle

    Owner

    Olivia Temple

    Partner Development Analyst

    Ronald Heller

    Director, Partner Development

    Kevin Twohy

    First Vice President - Partner Development

    Frequently Asked Questions regarding Planmember Securities Corporation

    • Where are Planmember Securities Corporation's Headquarters?

      Planmember Securities Corporation's Headquarters are in 6187 Carpinteria Avenue ,Carpinteria,California,United States

    • What is Planmember Securities Corporation's phone number?

      Planmember Securities Corporation's phone number is +1 805-684-1199

    • What is Planmember Securities Corporation's official website?

      Planmember Securities Corporation's official website is https://www.joinplanmember.com

    • What is Planmember Securities Corporation's Revenue?

      Planmember Securities Corporation's revenue is $10 - 50M

    • What is Planmember Securities Corporation's NAICS code?

      Planmember Securities Corporation's NAICS code is 523110

    • How many employees are working in Planmember Securities Corporation

      Planmember Securities Corporation has 75 employees

    • What is Planmember Securities Corporation's Industry?

      Planmember Securities Corporation is in the industry of Financial Services

    • Who is Planmember Securities Corporation's Vice President And Chief Compliance Officer?

      Planmember Securities Corporation's Vice President And Chief Compliance Officer is Sean Haley

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