Susannah
Harrison
Planmember Securities Corporation
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About this Advisor
Susannah Harrison is a financial advisor based in Carpinteria, California, working with Planmember Securities Corporation. Susannah has previously held positions at Sagepoint Financial, Independent Capital Management, and Planmember Securities Corporation. Susannah has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Susannah 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
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
Susannah Harrison Work History
Planmember Securities Corporation
Independent Capital Management
Sagepoint Financial
Disclosures
Please visit the SEC profile of Susannah Harrison 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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Carpinteria, CA
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