Amanda
Nolan

Planmember Securities Corporation

CRD#6756035
Investment Advisor
in Camarillo, CA

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About this Advisor

Amanda Nolan is a financial advisor based in Camarillo, California, working with Planmember Securities Corporation. Amanda has previously worked at Planmember Securities Corporation, Deep Roots Salon, Louisiana State University, A Cut Above Salon, Eastern Upper Peninsula Isd, Old Mission Bank, Na-Unemployed, Central Savings Bank, Sonrise Clippers, Bay Mills Community College, Salon C, Midwest Wealth Strategies, Sundance Grille, Williams & Co Dba Williams And Company Financial Services, Michigan Association Of Retired School Personnel (Marsp-Rps), and Amanda Nolan (Self Employed). Amanda has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Amanda is part of Planmember Securities Corporation, which operates out of Camarillo, California. The firm has 350 offices and 432 employees. The firm manages assets totaling $9.0 billion and serves charitable clients as well as high-net-worth clients. The services offered by the firm include 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. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6187 Carpinteria Avenue
Camarillo, CA 93010

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$9,035,509,268

CA Average: $7,578,581,321
Total Number of Employees

432

CA Average: 43
Total Number of Accounts

68,978

CA Average: 3,727
Average Account Size

$130,991

CA Average: $2,033,427

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

Amanda Nolan Work History

2024 - Present (1 year)

Planmember Securities Corporation

2024 - Present (1 year)

Deep Roots Salon

2024 - Present (1 year)

Williams & Co Dba Williams And Company Financial Services

2024 - Present (1 year)

Michigan Association Of Retired School Personnel (Marsp-Rps)

2020 - Present (5 years)

Amanda Nolan (Self Employed)

2022 - 2023 (1 year)

Louisiana State University

2022 - 2022 (< 1 year)

A Cut Above Salon

2021 - 2024 (3 years)

Eastern Upper Peninsula Isd

2020 - 2021 (1 year)

Old Mission Bank

2020 - 2020 (< 1 year)

Na-Unemployed

2019 - 2020 (1 year)

Central Savings Bank

2019 - 2019 (< 1 year)

Na-Unemployed

2018 - 2019 (1 year)

Sonrise Clippers

2017 - 2019 (2 years)

Bay Mills Community College

2016 - 2017 (1 year)

Salon C

2016 - 2017 (1 year)

Midwest Wealth Strategies

2015 - 2016 (1 year)

Sundance Grille

Disclosures

Please visit the SEC profile of Amanda Nolan 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

Joseph Bauers
Carpinteria, CA
Stone Strongin
Oviedo, FL
Joseph Fernandes
Oviedo, FL
Ryan Degrazier
Carpinteria, CA
Johnathan Lee
Mililani, HI
Kyle Boeckmann
Carpinteria, CA
Michael Jacoby
Agoura Hills, CA
Eric Busto
Farmingville, NY

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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