Lisa
Evans-Dykes

Planmember Securities Corporation

CRD#6423304
Investment Advisor
in Carpinteria, CA

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About this Advisor

Lisa Evans-Dykes is a financial advisor based in Carpinteria, California, working with Planmember Securities Corporation. Lisa has previously held positions at Elite Plus Financial, Planmember Securities Corporation, and Lisa's Financial Services Inc. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Lisa is part of Planmember Securities Corporation, which operates out of Carpinteria, 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

Series 63, Series 65

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

Office Location

6187 Carpinteria Avenue
Carpinteria, CA 93013

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

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

427

CA Average: 43
Total Number of Accounts

69,347

CA Average: 3,727
Average Account Size

$119,336

CA Average: $2,033,427

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

Lisa Evans-Dykes Work History

2018 - Present (6 years)

Lisa'S Financial Services Inc

2014 - Present (10 years)

Planmember Securities Corporation

2012 - Present (12 years)

Elite Plus Financial

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Disclosures

Please visit the SEC profile of Lisa Evans-Dykes 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

Michael Britton
Carpinteria, CA
Jaime Perez
Carpinteria, CA
Douglas Stevens
Grandville, MI
Graham Clement
Houston, TX
Matthew Kimberly
Akron, OH
Craig Tull
Irvington, NY
James Hughes
Carpinteria, CA
Curtis Weeks
Davenport, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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