Planmember Securities Corporation
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About this Advisor
Jeffrey Lovegren is a financial advisor operating in Carpinteria, California who has 6 years of relevant experience. Lovegren is an employee of Planmember Securities Corporation. Throughout their career, they have worked at Ucsb and Planmember Securities Corporation. Lovegren maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Planmember Securities Corporation is a financial advisory business that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 employees. It manages $8 billion in assets across its 67,968 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 67,968 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. Planmember Securities Corporation performs a broad set of services, such as 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. Fees for financial management usually are based on the type of services. Fee types charged by Planmember Securities Corporation can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Planmember Securities Corporation Brokerage Details
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
Jeffrey Lovegren Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Planmember Securities Corporation
*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.
Please visit the SEC profile of Jeffrey Lovegren 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
Horseshoe Bay, TX
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