Daniel
Adel
Planmember Securities Corporation
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About this Advisor
Daniel Adel is a financial advisor working in Lake City, Florida who has 15 years of industry experience. Adel works at Planmember Securities Corporation. They have worked at Planmember Securities Corporation for all of their career. Adel holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Florida. Planmember Securities Corporation is a company that has its headquarters in Carpinteria, CA. The company has offices in 350 locations and a total of 459 advisors. It has $8 billion in total assets between its 67,968 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 14 charitable organizations. Of its 67,968 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. Planmember Securities Corporation provides a number of services, including 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 are based on the financial services provided. However, fees billed by Planmember Securities Corporation likely are comprised 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
Daniel Adel Work History
Daniel has been registered as a financial advisor for 15 years.*
Planmember Securities Corporation
*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 Daniel Adel 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
Los Angeles, CA
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Agoura Hills, CA
Carlsbad, CA
Horseshoe Bay, TX
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