Chad
Milling

Planmember Securities Corporation

CRD#2583323
Investment Advisor
in Dana Point, CA

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About this Advisor

Chad Milling is a certified financial planner working out of Dana Point, California with 16 years of industry experience. Milling currently works for Planmember Securities Corporation. During their career, Milling has held roles at Mccloskey Agency, Tax & Financial Services, Highmark Financial Solutions Group and Best Practices Of America, LLC. Milling has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Planmember Securities Corporation is a financial advisory business based out of Carpinteria, CA. It has offices in 350 locations and a total of 459 people on staff. It administers $8 billion in assets across its 67,968 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. Planmember Securities Corporation performs a diverse assortment 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 advice usually vary depending on the services provided. Fees charged by Planmember Securities Corporation likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 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

34188 Pacific Coast Hwy, Suite D
Dana Point, CA 92629

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

CA Average: 43
Total Number of Accounts

67,968

CA Average: 3,727
Average Account Size

$110,789

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

Chad Milling Work History

Chad has been registered as a financial advisor for 16 years.*

2014 - Present (10 years)

Best Practices Of America, LLC

2010 - Present (14 years)

Highmark Financial Solutions Group

1994 - Present (30 years)

Mccloskey Agency

1994 - Present (30 years)

Tax & Financial Services

*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 Chad Milling 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

Jeffrey Lovegren
Carpinteria, CA
Texanna Stallwitz
Carpinteria, CA
Benjamin Parker
Carpinteria, CA
Darin Leong
Mililani, HI
Keeley Atterbury
Carlsbad, CA
Eric Busto
Farmingville, NY
Lauren Thomas
Horseshoe Bay, TX
Kyle Smith
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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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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