Kevin
Cantwell
Planmember Securities Corporation
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About this Advisor
Kevin Cantwell is a financial advisor operating in Farmingville, New York who has 2 years of relevant experience. Cantwell is an advisor for Planmember Securities Corporation. During their career, the advisor has held roles at American National, Planmember Securities Corporation, Mutual Inc, Farm Family Insurance Co, Hofstra University and Us Retirement & Benefit Partners (Usrbp) Dba Mutual Inc. Cantwell has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in New York. Planmember Securities Corporation is an advisory company headquartered in Carpinteria, CA. It has offices in 350 locations and a total of 459 financial advisors. It manages $8 billion in assets across its 67,968 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 67,968 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. Planmember Securities Corporation provides a broad range 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. Financial advisory fees vary depending on which services the firm provides the client. Fee types billed by Planmember Securities Corporation may 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
Kevin Cantwell Work History
Kevin has been registered as a financial advisor for 2 years.*
Us Retirement & Benefit Partners (Usrbp) Dba Mutual Inc
Hofstra University
Planmember Securities Corporation
Mutual Inc
American National
Farm Family Insurance Co
*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 Kevin Cantwell 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
Carpinteria, CA
Agoura Hills, CA
Farmingville, NY
Horseshoe Bay, TX
Irvington, NY
Mililani, HI
Carpinteria, CA
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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