PlanMember Securities Corp.
6187 Carpinteria Ave.
Carpinteria, CA 93013
Clearing firm: Pershing LLC, Self-clearing
No. advisers: 478
No. franchises: 33
Year founded: 1982
Year end: Dec. 31
No. of retail offices: 318
For More Information
|Recruiting Contact||Kevin Twohy|
(800) 874-6910 ext. 2209
800-874-6910 ext 2558
800-874-6910 ext 2595
|Compliance Contact||Sean Haley|
800-874-6910 ext 2313
|Marketing Contact||Jennifer Rossignol|
800-874-6910 ext 2323
|Technology Operations Contact||Hamza Syed|
(800) 874-6910, ext. 2710
Recruitment & Staffing
|No. of reps||478||454||490|
|No. of producing reps||478||454||490|
|No. of reps producing $100K-$499K /year||196||191||166|
|Total revenues: Other||$632,000||$600,000||$586,000|
|Total account assets||$10,800,000,000||$10,000,000,000||$9,300,000,000|
|Total account assets: Other||$5,175,000,000||$4,509,000,000||$5,138,000,000|
|Average assets per rep||$22,594,142||$22,026,432||$18,979,592|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
Purchase the complete set of our independent broker-dealer data and profiles in an Excel spreadsheet.
For comments or suggestions about the Adviser Center, please contact us.
Disclaimer: All data and information is the property of InvestmentNews and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews. The data may only be used for internal business use such as to develop a mailing list but the data may not be resold, republished, redistributed, sublicensed or publicly displayed on a web site without the permission of InvestmentNews. All information contained within was obtained through InvestmentNews' annual independent B-D surveys.