Garren
Mayer

Planmember Securities Corporation

CRD#1769199
Investment Advisor
in Palm Springs, CA

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About this Advisor

Garren Mayer is a financial advisor operating in Palm Springs, California with 21 years of relevant experience. Mayer works at Planmember Securities Corporation. Their career trajectory has included roles at Planmember Securities Corporation and Sound Financial Group. Mayer holds 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 Washington. Planmember Securities Corporation is a financial advisory company that has its headquarters in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 employees. It has $8 billion in total assets between its 67,968 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 67,968 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The company has a number 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. Financial management fee schedules largely are based on the services offered. However, fee types billed by Planmember Securities Corporation most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 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

Palm Springs, CA

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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

Garren Mayer Work History

Garren has been registered as a financial advisor for 21 years.*

2002 - Present (22 years)

Planmember Securities Corporation

1986 - Present (38 years)

Sound Financial Group

*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 Garren Mayer 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
Benjamin Parker
Carpinteria, CA
John Italiano
Irvington, NY
Maxwell Kilstofte
Los Angeles, CA
Lauren Thomas
Horseshoe Bay, TX
Salleh Beitollahi
Agoura Hills, CA
Roy Lines
Carpinteria, CA
Michael George
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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