John
Urrutia
Planmember Securities Corporation
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About this Advisor
John Urrutia is a financial advisor based in Rancho Mirage, California, working with Planmember Securities Corporation. John has previously held positions at Lincoln Investment, Planmember Securities Corporation, Rooney Group, Inc Dba Teachers Tax Service, and as a self-employed advisor. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, John is part of Planmember Securities Corporation, which operates out of Rancho Mirage, 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
John Urrutia Work History
Planmember Securities Corporation
John Urrutia (Self Employed)
Rooney Group, Inc Dba Teachers Tax Service
Lincoln Investment
Disclosures
Please visit the SEC profile of John Urrutia 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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