Lance
Degrazier

Planmember Securities Corporation

CRD#2121090
Investment Advisor
in San Diego, CA
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About this Advisor

Lance Degrazier is a certified financial planner working in San Diego, California, who has been in the industry for 28 years. Degrazier is on the advisory team at Planmember Securities Corporation. Their career trajectory has included roles at Degrazier And Associates and Planmember Securities Corporation. Degrazier holds a Series 63 license, designating them as a securities representative, and can work in California. Planmember Securities Corporation is a business that has its headquarters in San Diego, California. The company has offices in 57 locations and a total of 264 people on staff. It has $4 billion in assets across its 66,069 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises two charitable organizations. The advisory firm has a wide assortment of services, including 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 largely vary depending on which service is offered. However, fee types billed by Planmember Securities Corporation likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

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

Disclosures

No

Office Location

8380 Miramar Mall, Suite 221
San Diego, CA 92121

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$4,180,872,712

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

264

CA Average: 43
Total Number of Accounts

66,069

CA Average: 3,727
Average Account Size

$63,280

CA Average: $2,033,427

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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

Lance Degrazier Work History

Lance has 28 years of experience.

2005 - Present (14 years)

Planmember Securities Corporation

1990 - Present (29 years)

Degrazier And Associates

Disclosures

Lance Degrazier has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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