Ted
Edminster

Planmember Securities Corporation

CRD#1289126
Investment Advisor
in Fresno, CA

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About this Advisor

Ted Edminster is a financial advisor working out of Fresno, California who has 11 years of relevant experience. Edminster is an advisor for Planmember Securities Corporation. During their career, Edminster has held roles at Edminster Financial Services, Planmember Securities Corporation, Ted & Patti Edminster (Self Employed), Ted Edminster (Self Employed), Cash Flow Alliance and Ted Edminster. Edminster has a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in California. Planmember Securities Corporation is an advisory business that has its headquarters in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 employees. It administers $8 billion in assets under management among its 67,968 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 67,968 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Planmember Securities Corporation has a diverse assortment 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 charged by financial advisors usually depend on the type of financial services. Fee types billed by Planmember Securities Corporation can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

11 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

4691 N. Vagedes Avenue
Fresno, CA 93705

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

CA Average: 43
Total Number of Accounts

67,968

CA Average: 3,727
Average Account Size

$110,789

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

Ted Edminster Work History

Ted has been registered as a financial advisor for 11 years.*

2015 - Present (9 years)

Ted Edminster

2012 - Present (12 years)

Planmember Securities Corporation

1990 - Present (34 years)

Ted Edminster (Self Employed)

1988 - Present (36 years)

Ted & Patti Edminster (Self Employed)

1980 - Present (44 years)

Edminster Financial Services

2012 - 2018 (6 years)

Cash Flow Alliance

*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 Ted Edminster 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

Maxwell Kilstofte
Los Angeles, CA
Jeffrey Lovegren
Carpinteria, CA
John Italiano
Irvington, NY
Salleh Beitollahi
Agoura Hills, CA
Keeley Atterbury
Carlsbad, CA
Kyle Smith
Carpinteria, CA
Darin Leong
Mililani, HI
Benjamin Parker
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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