Benjamin
Price
Planmember Securities Corporation
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About this Advisor
Benjamin Price is a financial advisor operating out of Carpinteria, California, with a total of 1 year of relevant experience. Price is currently employed by Planmember Securities Corporation. Over the course of their career, they have held roles at Premier Auto Group Inc, Kevin Wood, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Financial Advisory Service, Inc, Fas Corp, Montage Securities, LLC, Montage Investments, Tortoise Investment Partners, LLC, Tortoise Securities, England Furniture, Planmember Securities Corporation and Forrest T. Jones & Co., Inc Dba Ftj Retirement Advisors. Price maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Planmember Securities Corporation is a company that has its headquarters in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 advisors. It administers $8 billion in total assets among its 67,968 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. Planmember Securities Corporation performs a broad set 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 charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Planmember Securities Corporation may include 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
Benjamin Price Work History
Benjamin has been registered as a financial advisor for 1 years.*
Planmember Securities Corporation
Forrest T. Jones & Co., Inc Dba Ftj Retirement Advisors
England Furniture
Tortoise Securities
Montage Securities, LLC
Montage Investments
Tortoise Investment Partners, LLC
Various Insurance Carriers For W&R Insurance Agencies
Financial Advisory Service, Inc
Fas Corp
Kevin Wood
Waddell & Reed Inc
Premier Auto Group 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 Benjamin Price 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
Farmingville, NY
Carpinteria, CA
Los Angeles, CA
Carpinteria, CA
Carlsbad, CA
Mililani, HI
Agoura Hills, 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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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.
