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VerifiedFinancial Services· Founded 1992

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

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HeadquartersCarpinteria, United StatesEmployees90(201 to 500)Annual revenue$10M to <$50MFounded year1992Websiteplanmember.comLinkedIn profileLinkedIn

Verified contacts

59

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LinkedIn employees

90

201 to 500 range

Open roles

no listings

Distinct roles

38

indexed titles

Tech stack

4

tools in use

Monthly traffic

8.5K

organic / mo

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Top roles at Planmember Securities

38 distinct titles indexed · top 10 shown.

  • 8financial advisor
  • 7registered representative
  • 2director of product development
  • 2financial planner
  • 2financial professional
  • 2investment advisor representative
  • 1()
  • 1,,
  • 1business analyst
  • 1business development specialist
  • +28more titles

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