Nicholas
Orenduff
Planmember Securities Corporation
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About this Advisor
Nicholas Orenduff is a certified financial planner based out of Oviedo, Florida with a total of 4 years of industry experience. Orenduff is an advisor for Planmember Securities Corporation. Their career trajectory has included roles at Voya Financial Advisors, Inc, Endorfin Wealth, LLC, Orenduff & Associates, LTD, Nicholas R. Orenduff - Sole Proprietor, Planmember Securities Corporation, Orenduff & Associates, Secure Investment Management, LLC and Jd Mellberg Financial. Orenduff has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Planmember Securities Corporation is a company operating out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 advisors. It controls $8 billion in total assets among its 67,968 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 67,968 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers 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 typically are based on which services the firm provides the client. However, fee types charged by Planmember Securities Corporation can consist 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
Nicholas Orenduff Work History
Nicholas has been registered as a financial advisor for 4 years.*
Planmember Securities Corporation
Orenduff & Associates
Orenduff & Associates, LTD
Nicholas R. Orenduff - Sole Proprietor
Voya Financial Advisors, Inc
Endorfin Wealth, LLC
Orenduff & Associates, LTD
Secure Investment Management, LLC
Jd Mellberg Financial
Voya Financial Advisors, Inc
*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 Nicholas Orenduff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Carpinteria, CA
Carpinteria, CA
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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.
