Steven
Barron

Planmember Securities Corporation

CRD#1049210
Investment Advisor
in Puyallup, WA

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About this Advisor

Steven Barron is a financial advisor based out of Puyallup, Washington who has 2 years of relevant experience. Barron works at Planmember Securities Corporation. Over the course of their career, Barron has held roles at Gwn Securities Inc, Planmember Securities Corporation, Barron Financial Services and Steven E. Barron (Self Employed). Barron has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Washington. Planmember Securities Corporation is an advisory business operating out of Carpinteria, CA. It has offices in 350 locations and a total of 459 advisors. It controls $8 billion in assets under management among its 67,968 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 67,968 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The company 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Planmember Securities Corporation may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

315 39Th Ave. Sw, Suite 8
Puyallup, WA 98373

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

WA Average: 43
Total Number of Accounts

67,968

WA Average: 3,727
Average Account Size

$110,789

WA 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

Steven Barron Work History

Steven has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Planmember Securities Corporation

1998 - Present (26 years)

Barron Financial Services

1988 - Present (36 years)

Steven E. Barron (Self Employed)

2009 - 2021 (12 years)

Gwn 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 Steven Barron 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

John Italiano
Irvington, NY
Maxwell Kilstofte
Los Angeles, CA
Texanna Stallwitz
Carpinteria, CA
Michael George
Carpinteria, CA
Benjamin Parker
Carpinteria, CA
Salleh Beitollahi
Agoura Hills, CA
Darin Leong
Mililani, HI
Kyle Smith
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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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.

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