Scott
Ellsworth
Planmember Securities Corporation
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About this Advisor
Scott Ellsworth is a financial advisor who works out of Gilbert, Arizona with 7 years of industry experience. Ellsworth is on the advisory team at Planmember Securities Corporation. Throughout their career, they have worked at New England Securities, Legend Equities Corporation, Legend Advisory Corporation, Planmember Securities Corporation, Williams & Co Dba Williams And Company Financial Services and One2One Wealth Strategies. Ellsworth holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Texas. Planmember Securities Corporation is a financial advisory firm operating out of Carpinteria, CA. It has offices in 350 locations and a total of 459 employees. It administers $8 billion in assets under management across its 67,968 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 67,968 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Planmember Securities Corporation has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. However, fees charged by Planmember Securities Corporation likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Scott Ellsworth Work History
Scott has been registered as a financial advisor for 7 years.*
One2One Wealth Strategies
Planmember Securities Corporation
Williams & Co Dba Williams And Company Financial Services
Legend Equities Corporation
Legend Advisory Corporation
New England Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Ellsworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Los Angeles, CA
Horseshoe Bay, TX
Carlsbad, CA
Carpinteria, CA
Farmingville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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