Isaac
Hutchison
Planmember Securities Corporation
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About this Advisor
Isaac Hutchison is a certified financial planner working in Oviedo, Florida who has 6 years of industry experience. Hutchison is on the advisory team at Planmember Securities Corporation. Over the course of their career, Hutchison has held roles at Greene County Public Schools, Isaac Hutchison and Old Dominion Insurance & Investment Inc. Hutchison has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Planmember Securities Corporation is an advisory firm based in Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It controls $8 billion in assets under management across its 67,968 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Planmember Securities Corporation has a broad 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 vary depending on which services the firm provides the client. Fee types billed by Planmember Securities Corporation most likely include 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
Isaac Hutchison Work History
Isaac has been registered as a financial advisor for 6 years.*
Isaac Hutchison
Old Dominion Insurance & Investment Inc
Greene County Public Schools
*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 Isaac Hutchison 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
Agoura Hills, CA
Carpinteria, CA
Carpinteria, CA
Horseshoe Bay, TX
Carlsbad, CA
Carpinteria, CA
Carpinteria, CA
Farmingville, NY
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.
