David
Kwon
Planmember Securities Corporation
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About this Advisor
David Kwon is a financial advisor based in Carpinteria, California, working with Planmember Securities Corporation. David has previously held positions at Dkyh Enterprise Inc Dba Ford Cleaners, Employee Benefits Services Group, Planmember Securities Corporation, Morgan Hill Unified School District, and Dry Creek Grill, Inc. 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 Carpinteria, 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 Kwon Work History
Dry Creek Grill, Inc
Morgan Hill Unified School District
Planmember Securities Corporation
Employee Benefits Services Group
Dkyh Enterprise Inc Dba Ford Cleaners
Disclosures
Please visit the SEC profile of David Kwon 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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