Gregory
Hayden

Planmember Securities Corporation

CRD#1693458
Investment Advisor
in Hayward, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gregory Hayden is a financial advisor based in Hayward, California, working with Planmember Securities Corporation. Gregory has previously held positions at Planmember Securities Corporation, Legal Shield, and Camas School District. Gregory has passed the Series 63 regulatory exam and is registered to provide services in Texas and Washington. Currently, Gregory is part of Planmember Securities Corporation, which operates out of Hayward, 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

Series 63, CERTIFIED FINANCIAL PLANNER™

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

3395 Daisy Court
Hayward, CA 94542

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

CA Average: $7,578,581,321
Total Number of Employees

427

CA Average: 43
Total Number of Accounts

69,347

CA Average: 3,727
Average Account Size

$119,336

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

Gregory Hayden Work History

2024 - Present (0 year)

Camas School District

1996 - Present (28 years)

Planmember Securities Corporation

2016 - 2018 (2 years)

Legal Shield

Disclosures

Please visit the SEC profile of Gregory Hayden 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

Jaime Perez
Carpinteria, CA
Timothy Howe
Oviedo, FL
Michael Britton
Carpinteria, CA
Graham Clement
Houston, TX
Matthew Kimberly
Akron, OH
Jacob Baker
Carpinteria, CA
James Hughes
Carpinteria, CA
Steven Duplain
Carpinteria, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started