Luke
King
Planmember Securities Corporation
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About this Advisor
Luke King is a financial advisor who works out of Ventura, California with 2 years of relevant experience. King works at Planmember Securities Corporation. Throughout their career, King has worked at Main Management, LLC, Ceros Financial Services, Inc, Planmember Securities Corporation, Mindful Wealth Planners, LLC, Mindful Wealth Insurance Solutio and Luke King. King has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Planmember Securities Corporation is a financial advisory business that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in assets under management between its 67,968 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Planmember Securities Corporation offers a number 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. Fees for financial advice typically depend on which services are provided. Fees billed by Planmember Securities Corporation likely include 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
Luke King Work History
Luke has been registered as a financial advisor for 2 years.*
Luke King
Planmember Securities Corporation
Mindful Wealth Planners, LLC
Mindful Wealth Insurance Solutio
Main Management, LLC
Ceros Financial Services, Inc
Main Management, LLC
*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 Luke King 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
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Mililani, HI
Agoura Hills, CA
Carlsbad, CA
Horseshoe Bay, TX
Irvington, NY
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 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.
