Marvin
Boxdorfer
Planmember Securities Corporation
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About this Advisor
Marvin Boxdorfer is a financial advisor based in Camarillo, California, working with Planmember Securities Corporation. Marvin has previously held positions at Aig Financial Network, Sagepoint Financial, New York Life Insurance Co, Nylife Securities LLC, Parkland Securities LLC, Planmember Securities Corporation, Heartland Wealth Group, Marvin Boxdorfer (Self Employed), Investor Five, and Four Willows Farm. Marvin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Marvin is part of Planmember Securities Corporation, which operates out of Camarillo, 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
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
Marvin Boxdorfer Work History
Planmember Securities Corporation
Heartland Wealth Group
Four Willows Farm
Investor Five
Marvin Boxdorfer (Self Employed)
New York Life Insurance Co
Nylife Securities LLC
Parkland Securities LLC
Aig Financial Network
Sagepoint Financial
Disclosures
Please visit the SEC profile of Marvin Boxdorfer 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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