Ryan
Mcnerney

Planmember Securities Corporation

CRD#5574736
Investment Advisor
in Carpinteria, CA

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About this Advisor

Ryan Mcnerney is a financial advisor based in Carpinteria, California, working with Planmember Securities Corporation. Ryan has previously held positions at Hattig Financial, Planmember Securities Corporation, and Mcnerney Financial. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Ryan 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, CERTIFIED FINANCIAL PLANNER™

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

Ryan Mcnerney Work History

2019 - Present (5 years)

Planmember Securities Corporation

2009 - Present (15 years)

Mcnerney Financial

2019 - 2020 (1 year)

Hattig Financial

2008 - 2019 (11 years)

Hattig Financial

2008 - 2019 (11 years)

Planmember Securities Corporation

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Disclosures

Please visit the SEC profile of Ryan Mcnerney 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
Jacob Baker
Carpinteria, CA
Curtis Weeks
Davenport, IA
Steven Duplain
Carpinteria, CA
Matthew Kimberly
Akron, OH
Jaime Perez
Carpinteria, CA
James Hughes
Carpinteria, CA
Craig Tull
Irvington, NY

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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