PlanMember Securities Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

PlanMember Securities Corporation operates as a broker-dealer and registered investment adviser, providing financial professionals with opportunities to build and expand fee-based advisory businesses. Based in Carpinteria, California, it specializes in creating and distributing retirement plan solutions for nonprofit and for-profit employers, as well as associations and membership groups across the United States. 

Its model enables financial professionals to participate as PlanMember Financial Center owners, affiliated advisors, or independent advisors while preserving autonomy. The company backs its network with training, business development, integrated marketing support, and back-office services through its Partnership for Success program. Industry rankings place PlanMember among leading independent broker-dealers for fee-based business and growth, with a network of more than forty co-branded Financial Centers and plans to expand to eighty.

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