Planmember Securities Corporation
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About this Advisor
Kyle Smith is a financial advisor who works out of Carpinteria, California, who has 3 years of industry experience. Smith works at Planmember Securities Corporation. Smith has gained experience at Planmember Securities Corporation, Calpro Financial Network, Self Employed- Musician and Degrazier & Associates. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Planmember Securities Corporation is a firm headquartered in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It administers $8 billion in assets under management between its 67,968 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 67,968 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. Planmember Securities Corporation has a diverse 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. Financial advisory fees usually are based on which service is provided. However, fees billed by Planmember Securities Corporation likely are 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
Kyle Smith Work History
Kyle has been registered as a financial advisor for 3 years.*
Degrazier & Associates
Self Employed- Musician
Planmember Securities Corporation
Calpro Financial Network
*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 Kyle Smith 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
Agoura Hills, CA
Los Angeles, 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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