Planmember Securities Corporation

Investment Advisor
in Carpinteria, CA

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About this Advisor

Michael George is a certified financial planner working in Carpinteria, California who has 6 years of relevant experience. George is an employee of Planmember Securities Corporation. Throughout their career, they have worked at Lloyds Banking, Axa Advisors, LLC, Compass Group North America, Planmember Securities Corporation and Calpro Network Financial Services. George maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Planmember Securities Corporation is a company operating out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It manages $8 billion in assets among its 67,968 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 67,968 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a broad range 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. Fees for financial advisory services usually are based on the financial services provided. However, fee types billed by Planmember Securities Corporation likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations


Years Registered*

6 years

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


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


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

Michael George Work History

Michael has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Planmember Securities Corporation

2018 - Present (6 years)

Calpro Network Financial Services

2017 - 2018 (1 year)

Planmember Securities Corporation

2017 - 2018 (1 year)

Calpro Network Financial Services

2015 - 2020 (5 years)

Compass Group North America

2013 - 2013 (< 1 year)

Lloyds Banking

2013 - 2015 (2 years)

Axa Advisors, 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.


Please visit the SEC profile of Michael George 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

Keeley Atterbury
Carlsbad, CA
Kyle Smith
Carpinteria, CA
Darin Leong
Mililani, HI
Roy Lines
Carpinteria, CA
Benjamin Parker
Carpinteria, CA
Eric Busto
Farmingville, NY
John Italiano
Irvington, NY
Jeffrey Lovegren
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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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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