Planmember Securities Corporation

Firm record

As recorded in SEC IAPD

Firm CRD

11869

SEC number

801-39177

Firm type

RIA

Assets under management

$10.1B as of Mar 31, 2026

Website

www.planmember.com ↗

Phone

805-684-1199

Address

6187 Carpinteria Avenue, Carpinteria, CA, 93013

Advisors at this firm

328 in our index · page 1 of 7

• Stuart Bruce AllenCRD 1829040 · Winchester, VA
  IA RegisteredBroker
• Kimberly Kay AndersonCRD 5134007 · Kansas City, MO
  IA RegisteredBroker
• David Yoshikazu ArakakiCRD 2439082 · Mililani, HI
  IA RegisteredBroker
• Martin Mitsuo ArinagaCRD 1377331 · Mililani, HI
  IA RegisteredBroker
• John Wah Hin AuCRD 3018425 · Mililani, HI
  IA RegisteredBroker
• Joseph AvalloneCRD 1859953 · Winter Springs, FL
  IA RegisteredBroker
• James Michael AdgarCRD 4734751 · Alameda, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brooks AllenCRD 7009470 · Carpinteria, CA
  IA RegisteredRegistration inactive
• Marina Alexandra ArmbrusterCRD 1821994 · Sacramento, CA
  IA RegisteredBroker
• Marcus A. AtkinsonCRD 8172773 · Mililani, HI
  Broker
• Douglas Edward AustinCRD 7742926 · Grandville, MI
  IA RegisteredBroker
• Douglas Eric BagleyCRD 5233560 · Grandville, MI
  IA RegisteredBroker
• Mark Louis BalsamoCRD 2236369 · Jeanette, PA
  IA RegisteredBroker
• Julie H BarronCRD 5512223 · Puyallup, WA
  IA RegisteredBroker
• Andrew Grennan BeaugardCRD 4971393 · Kansas City, MO
  IA RegisteredBroker
• Donald Allen BennettCRD 1412162 · Carpinteria, CA
  IA RegisteredBroker
• Terri L BennettCRD 817982 · Carpinteria, CA
  IA RegisteredBroker
• Richard Edward BentelCRD 2659749 · Naperville, IL
  IA RegisteredBroker
• John Michael BerkhoffCRD 5203562 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Stephen BerzovichCRD 3213654 · Winter Springs, FL
  IA RegisteredBroker
• Micah William BessoloCRD 7065522 · Carpinteria, CA
  Broker
• Jessica BotelloCRD 6906255 · Carpinteria, CA
  Broker
• Constantin Dragomir BrancovCRD 3234390 · Downey, CA
  IA RegisteredBroker
• James Bruce BrennanCRD 4615301 · Richardson, TX
  IA RegisteredBroker
• Martha Ann BrownCRD 2833933 · Spanaway, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacob W. BakerCRD 7598000 · Lacey, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa D BakerCRD 5332534 · Winchester, VA
  Broker
• James BatyCRD 3006765 · Redmond, OR
  Broker
• Anna Ramos BernardoCRD 4761048 · Carpinteria, CA
  IA RegisteredBroker
• Armando BlondinCRD 4830925 · Sunrise, FL
  Broker
• James Edward BoozeCRD 1610193 · Fresno, CA
  Broker
• David J. BorgailoCRD 7893714 · Wellington, FL
  Broker
• Brett D BouchetCRD 7598515 · Carpinteria, CA
  Broker
• Kyle J BreitzmanCRD 5161223 · Waukesha, WI
  IA RegisteredBroker
• Steven M. BreslerCRD 853343 · Golden, CO
  IA RegisteredBroker
• Michael T. BrittonCRD 6924535 · Alameda, CA
  IA RegisteredBroker
• Brittney A BroichCRD 7153505 · Brighton, MI
  IA RegisteredBroker
• Trace E BuceyCRD 7357410 · Corpus Christi, TX
  IA RegisteredBroker
• Steven R. BurgessCRD 4962607 · Jamesville, NY
  IA RegisteredBroker
• Monte Kevin ButeCRD 2229091 · Boise, ID
  IA RegisteredBroker
• Cody Don CarpenterCRD 4428953 · Mcdonough, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alan Masanobu ChinenCRD 2251117 · Mililani, HI
  IA RegisteredBroker
  Disclosure event(s) on record
• Florence Yuko ChinenCRD 4250791 · Mililani, HI
  Broker
• Graham Mcmurray ClementCRD 1025061 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Allyn David CloseCRD 1301793 · Carpinteria, CA
  IA RegisteredBroker
• Carol CoryCRD 864012 · Los Angeles, CA
  IA RegisteredBroker
• Sarina Johanna CovarrubiasCRD 6204697 · Carpinteria, CA
  Broker
• Christopher E. CoventryCRD 6249809 · Santa Barbara, CA
  IA RegisteredBroker
• Keith Anthony CoxCRD 3150644 · Irvington, NY
  IA RegisteredBroker
• Joseph Alexander CrawCRD 1816387 · Frederick, MD
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.