Planmember Securities Corporation

Investment Advisor
in Carpinteria, CA

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About this Advisor

Benjamin Parker is a financial advisor operating out of Carpinteria, California who has 3 years of industry experience. Parker is on the advisory team at Planmember Securities Corporation. Their career trajectory has included roles at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jp Morgan Securities, LLC and Planmember Securities Corporation. Parker maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Planmember Securities Corporation is a firm that has its headquarters in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It has $8 billion in assets under management across its 67,968 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 67,968 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Planmember Securities Corporation has a number 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. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees billed by Planmember Securities Corporation most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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 Ave
Carpinteria, CA 93013

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


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

Benjamin Parker Work History

Benjamin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Planmember Securities Corporation

2020 - 2020 (< 1 year)

Jp Morgan Securities, LLC

2017 - 2020 (3 years)

Jp Morgan Securities, LLC

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Bank Of America, N.A

2013 - 2014 (1 year)

Edward Jones

*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.


Please visit the SEC profile of Benjamin Parker 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

Salleh Beitollahi
Agoura Hills, CA
Texanna Stallwitz
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Benjamin Parker
Carpinteria, CA
Eric Busto
Farmingville, NY
Roy Lines
Carpinteria, CA
Keeley Atterbury
Carlsbad, CA
Lauren Thomas
Horseshoe Bay, TX

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

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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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