Frederick
Drummond

Planmember Securities Corporation

CRD#5157694
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Frederick Drummond is a financial advisor working in Fort Lauderdale, Florida with a total of 15 years of relevant experience. Drummond is an employee of Planmember Securities Corporation. Drummond has gained experience at Planmember Securities Corporation, South Florida Educational Financial Services LLC, Us Employees Benefits Service Group LLC, Drummond Brothers LLC and Drummond Brothers College Consulting LLC. Drummond maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Planmember Securities Corporation is a registered investment company based out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 people on staff. It manages $8 billion in total assets among its 67,968 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets. The business provides 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. A financial advisor's fee schedules typically depend on which services are offered. However, fee types charged by Planmember Securities Corporation can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

15 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

2771 Executive Park Drive Suite 4
Fort Lauderdale, FL 33331

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

FL Average: 43
Total Number of Accounts

67,968

FL Average: 3,727
Average Account Size

$110,789

FL 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

Frederick Drummond Work History

Frederick has been registered as a financial advisor for 15 years.*

2017 - Present (7 years)

Drummond Brothers LLC

2017 - Present (7 years)

Drummond Brothers College Consulting LLC

2015 - Present (9 years)

Us Employees Benefits Service Group LLC

2014 - Present (10 years)

South Florida Educational Financial Services LLC

2007 - Present (17 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 Frederick Drummond 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 George
Carpinteria, CA
John Italiano
Irvington, NY
Benjamin Parker
Carpinteria, CA
Texanna Stallwitz
Carpinteria, CA
Keeley Atterbury
Carlsbad, CA
Kyle Smith
Carpinteria, CA
Darin Leong
Mililani, HI
Lauren Thomas
Horseshoe Bay, TX

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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