Aaron
Bessonette
Planmember Securities Corporation
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About this Advisor
Aaron Bessonette is a financial advisor based out of Carpinteria, California, with 9 years of relevant experience. Bessonette currently works for Planmember Securities Corporation. Over the course of their career, Bessonette has held roles at Cashmere High School, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Planmember Securities Corporation, Financial Alternatives, LLC and Cs Planning Corp. Bessonette has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Planmember Securities Corporation is a registered investment firm operating out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in total assets across its 67,968 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Planmember Securities Corporation offers a number of services, including 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. Fees for financial management are based on which services the firm provides the client. Fees charged by Planmember Securities Corporation likely are comprised of 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
Aaron Bessonette Work History
Aaron has been registered as a financial advisor for 9 years.*
Cs Planning Corp
Planmember Securities Corporation
Financial Alternatives, LLC
Planmember Securities Corporation
Raymond James Financial Services Advisors Inc
Cashmere High School
Raymond James Financial Services, Inc
*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 Aaron Bessonette 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
Irvington, NY
Farmingville, NY
Mililani, HI
Carpinteria, CA
Carpinteria, CA
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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