David
Goss
Planmember Securities Corporation
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About this Advisor
David Goss is a financial advisor based in Santa Barbara, California, working with Planmember Securities Corporation. David has previously held positions 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. David has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, David is part of Planmember Securities Corporation, which operates out of Santa Barbara, California. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
Planmember Securities Corporation
Reliastar
David A. Goss Iii, Financial Services, Inc
Goss Swier Financial Services
David Allen Goss
Jackson National
Interstate Assurance Co
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.
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