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 2 of 7

• Ron Dale CulversonCRD 2515381 · Carpinteria, CA
  IA RegisteredBroker
• Timothy David CamarilloCRD 5205051 · San Antonio, TX
  IA Registered
  Disclosure event(s) on record
• Devan CarlinCRD 7373464 · Scottsdale, AZ
  IA RegisteredBroker
• Scott David CarlinCRD 1504310 · Rancho Cucamonga, CA
  IA RegisteredBroker
• Zachary K. ChandlerCRD 8151712 · Carpinteria, CA
  Broker
• Matthew David ClarkCRD 6143187 · Midlothian, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Russell ClayCRD 2124692 · Elkridge, MD
  IA RegisteredBroker
• Shawn ClemowCRD 8224043 · Carpinteria, CA
  Broker
• David CloseCRD 7969130 · Puyallup, WA
  IA Registered
• Michael S. ColonCRD 8173100 · Mililani, HI
  Broker
• John D ConwayCRD 2329254 · Pittsburgh, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jau-Chi DaiCRD 5649906 · Carpinteria, CA
  Broker
• Matthew A. DavisCRD 5912422 · Farmingville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Eugene Arthur De La CruzCRD 5357376 · Carpinteria, CA
  Broker
• Ryan C DegrazierCRD 6538455 · San Diego, CA
  IA RegisteredBroker
• Matthew L. DevineCRD 5853696 · Farmingville, NY
  IA RegisteredBroker
• William Lawrence DevineCRD 1461555 · Farmingville, NY
  Broker
• Marcia DiamantCRD 2141844 · South Park, PA
  Broker
• Aaron John DiazCRD 6890929 · Carpinteria, CA
  Broker
• Bonnie Rachel DouglasCRD 5112371 · Boynton Beach, FL
  IA RegisteredBroker
• David H DrummondCRD 5739830 · Weston, FL
  IA RegisteredBroker
• Frederick Arthur DrummondCRD 5157694 · Weston, FL
  IA RegisteredBroker
• Robert Paul DuekerCRD 1346196 · Sun City West, AZ
  Broker
• Terry DuhamelCRD 1895011 · Camarillo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Linda Tran DangCRD 7984285 · Carpinteria, CA
  Broker
• Tyler DanielsCRD 7157591 · Tyler, TX
  IA RegisteredBroker
• Zachary DavisCRD 7397563 · Carpinteria, CA
  IA RegisteredBroker
• David DotsonCRD 2197825 · Seattle, WA
  IA RegisteredBroker
• Blake S. DouvrosCRD 7471811 · Agoura Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Judah-Ben ErnstCRD 5446732 · Vero Beach, FL
  IA RegisteredBroker
• Lisa Marie Evans-DykesCRD 6423304 · San Antonio, TX
  IA RegisteredBroker
• Kathie Lynn EisengaCRD 4696072 · Visalia, CA
  Broker
• Thomas Alexander ElyCRD 1150570 · Wytheville, VA
  IA RegisteredBroker
• Brad R. EricksonCRD 7263545 · Grandville, MI
  IA RegisteredBroker
• Haley Lyn EvansCRD 7361908 · Las Vegas, NV
  IA RegisteredBroker
• Gina Claire EvinsCRD 6993928 · Mcallen, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Cathy Mary FennerCRD 2516464 · Albuquerque, NM
  Broker
• Tobie Ellen FloydCRD 3175390 · Fort Walton Beach, FL
  IA RegisteredBroker
• Michael A FontanillsCRD 6624551 · Carpinteria, CA
  Broker
• Jimmy Wayne FreemanCRD 3240344 · Corpus Christi, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael FaraciCRD 5583368 · Farmingville, NY
  IA RegisteredBroker
• Sam FarhoumandCRD 6841448 · Agoura Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Matthew FerryCRD 7823414 · Carpinteria, CA
  Broker
• Jared Alan FordCRD 6779780 · Elkridge, MD
  IA RegisteredBroker
• Michael John FornasierCRD 2832055 · Ponte Vedra, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Carter Benjamin FrantzCRD 7879944 · Brighton, MI
  IA RegisteredBroker
• Marilyn Joan GermannCRD 3026600 · Camarillo, CA
  IA RegisteredBroker
• Tracy David GilletteCRD 1635673 · Brandon, FL
  IA RegisteredBroker
• Kimberly Yerlow GlobermanCRD 4746957 · Carpinteria, CA
  Broker
• Adam D GoldmanCRD 6441601 · Houston, TX
  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.