Richard
Rush

Planmember Securities Corporation

CRD#2454258
Investment Advisor
in Oviedo, FL

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About this Advisor

Richard Rush is a financial advisor based in Oviedo, Florida, working with Planmember Securities Corporation. Richard has previously held a position at Planmember Securities Corporation. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Richard is part of Planmember Securities Corporation, which operates out of Oviedo, Florida. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Oviedo, FL

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

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

427

FL Average: 43
Total Number of Accounts

69,347

FL Average: 3,727
Average Account Size

$119,336

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

Richard Rush Work History

2008 - Present (16 years)

Planmember Securities Corporation

Disclosures

Please visit the SEC profile of Richard Rush 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

Jacob Baker
Carpinteria, CA
Ricky Leonard
Oviedo, FL
Curtis Weeks
Davenport, IA
Michael Britton
Carpinteria, CA
Matthew Kimberly
Akron, OH
Janine Northway
Carpinteria, CA
James Hughes
Carpinteria, CA
Graham Clement
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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