Robert
Clay
Planmember Securities Corporation
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About this Advisor
Robert Clay is a financial advisor based out of Elkridge, Maryland with 6 years of relevant experience. Clay is on the advisory team at Planmember Securities Corporation. Throughout their career, they have worked at Metropolitan Life Insurance Co, Metlife Securities, Inc, Mml Investors Services, LLC, Planmember Securities Corporation, Paladin Advisor Group, Robert R. Clay (Self Employed) and Massachusetts Mutual Life Insurance Company. Clay maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Planmember Securities Corporation is a financial advisory business operating out of Carpinteria, CA. The firm has offices in 350 locations and a total of 459 people on staff. It administers $8 billion in total assets among its 67,968 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a diverse array 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Planmember Securities Corporation most likely 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
Robert Clay Work History
Robert has been registered as a financial advisor for 6 years.*
Planmember Securities Corporation
Paladin Advisor Group
Robert R. Clay (Self Employed)
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metropolitan Life Insurance Co
Metlife Securities, 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 Robert Clay 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
Los Angeles, CA
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Carpinteria, CA
Carpinteria, CA
Horseshoe Bay, TX
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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