Matthew
Sinclair
Planmember Securities Corporation
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About this Advisor
Matthew Sinclair is a financial advisor who works in Carpinteria, California, who has 10 years of industry experience. Sinclair is on the advisory team at Planmember Securities Corporation. During their career, Sinclair has held roles at Planmember Securities Corporation and Matt Sinclair. Sinclair has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Washington. Planmember Securities Corporation is a firm headquartered in Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It oversees $8 billion in assets under management across its 67,968 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 67,968 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm 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 management typically are based on which services the firm provides the client. However, fee types charged 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
Matthew Sinclair Work History
Matthew has been registered as a financial advisor for 10 years.*
Planmember Securities Corporation
Matt Sinclair
Planmember Securities Corporation
Planmember Securities Corporation
*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 Matthew Sinclair 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
Los Angeles, CA
Horseshoe Bay, TX
Carpinteria, CA
Irvington, NY
Carlsbad, CA
Mililani, HI
Carpinteria, CA
Carpinteria, CA
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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