Planmember Securities Corporation
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About this Advisor
Keeley Atterbury is a financial advisor operating out of Carlsbad, California who has 3 years of industry experience. Atterbury is currently employed by Planmember Securities Corporation. During their career, the advisor has held roles at Atterbury Investment Management, Atterbury Investment Management Inc and Planmember Securities Corporation. Atterbury holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Planmember Securities Corporation is an advisory firm based in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 employees. It handles $8 billion in assets under management between its 67,968 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. Planmember Securities Corporation performs a number 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Planmember Securities Corporation can include 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
Keeley Atterbury Work History
Keeley has been registered as a financial advisor for 3 years.*
Atterbury Investment Management Inc
Planmember Securities Corporation
Atterbury Investment Management
*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 Keeley Atterbury 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
Los Angeles, CA
Agoura Hills, 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 email@example.com.
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