David
Goss
Planmember Securities Corporation
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About this Advisor
David Goss is a financial advisor working out of Santa Barbara, California with 15 years of relevant experience. Goss is on the advisory team at Planmember Securities Corporation. Their career trajectory has included roles at David Allen Goss, Jackson National, Interstate Assurance Co, David A. Goss Iii, Financial Services, Inc, Goss Swier Financial Services, Reliastar and Planmember Securities Corporation. Goss has a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in California. Planmember Securities Corporation is a registered investment firm that has its headquarters in Carpinteria, CA. The company has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in assets between its 67,968 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business 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. Financial advisory fee schedules typically depend on which service is provided. However, fee types charged by Planmember Securities Corporation likely 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
David Goss Work History
David has been registered as a financial advisor for 15 years.*
Planmember Securities Corporation
Reliastar
David A. Goss Iii, Financial Services, Inc
Goss Swier Financial Services
David Allen Goss
Jackson National
Interstate Assurance Co
*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 David Goss 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
Los Angeles, CA
Farmingville, NY
Carlsbad, CA
Horseshoe Bay, TX
Carpinteria, CA
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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