Donald
Bennett
Planmember Securities Corporation
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About this Advisor
Donald Bennett is a financial advisor based in Santa Barbara, California, working with Planmember Securities Corporation. Donald has previously held positions at Platinum Insurance Marketing, Arm Securities Corporation, Irm Distributors, Inc, Healthscript Solutions, Inc, Mba Fund, LLC, Mba4 Fund LLC, and Mba5 Fund LLC. Donald has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Donald 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
Donald Bennett Work History
Mba5 Fund LLC
Mba4 Fund LLC
Mba Fund, LLC
Irm Distributors, Inc
Platinum Insurance Marketing
Healthscript Solutions, Inc
Arm Securities Corporation
Disclosures
Please visit the SEC profile of Donald Bennett 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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