Lance
Degrazier
Planmember Securities Corporation
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About this Advisor
Lance Degrazier is a financial advisor based in San Diego, California with 18 years of industry experience. Degrazier is an employee of Planmember Securities Corporation. Throughout their career, Degrazier has worked at Degrazier And Associates and Planmember Securities Corporation. Degrazier holds a Series 63 license, qualifying them as a securities broker, and is able to serve investors in California. Planmember Securities Corporation is a registered investment firm based out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 people on staff. It has $8 billion in assets between its 67,968 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets. Planmember Securities Corporation performs a wide assortment 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 depend on which service is provided. Fees charged by Planmember Securities Corporation likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
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 been registered as a financial advisor for 18 years.*
Planmember Securities Corporation
Degrazier And Associates
*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.
Disclosures
Please visit the SEC profile of Lance Degrazier 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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