Salleh
Beitollahi
Planmember Securities Corporation
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About this Advisor
Salleh Beitollahi is a certified financial planner who works out of Agoura Hills, California who has 3 years of industry experience. Beitollahi is currently employed by Planmember Securities Corporation. During their career, Beitollahi has held roles at Marcus And Millichap, Keller Williams, Hostetter Financial Group, Planmember Securities Corporation, Legacy Financial Group, Calmont Real Estate Services, Riversly Property Management and Calmont Insurance Services. Beitollahi has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Planmember Securities Corporation is an advisory company based in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It handles $8 billion in total assets among its 67,968 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a number 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 largely depend on which services are provided. However, fees billed by Planmember Securities Corporation most likely consist of 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
Salleh Beitollahi Work History
Salleh has been registered as a financial advisor for 3 years.*
Planmember Securities Corporation
Legacy Financial Group
Calmont Real Estate Services
Calmont Insurance Services
Hostetter Financial Group
Riversly Property Management
Keller Williams
Marcus And Millichap
*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 Salleh Beitollahi 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
Carlsbad, CA
Agoura Hills, CA
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Los Angeles, 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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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.
