Virginia
Lind
Planmember Securities Corporation
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About this Advisor
Virginia Lind is a chartered financial consultant who works in Fort Walton Beach, Florida with 15 years of industry experience. Lind works at Planmember Securities Corporation. Throughout their career, they have worked at Self Tommy Wolfe Currid Age, Ohio National Life Ins, Planmember Securities Corporation, Virginia Lind & Associates, Inc, Bencor, Inc and Us Employee Benefits Services Group LLC. Lind holds a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Florida and Texas. Planmember Securities Corporation is a financial advisory firm that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 financial advisors. It controls $8 billion in total assets between its 67,968 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse array of services, such as 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 for financial management typically vary depending on which service is provided. However, fee types charged by Planmember Securities Corporation can 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
Virginia Lind Work History
Virginia has been registered as a financial advisor for 15 years.*
Us Employee Benefits Services Group LLC
Virginia Lind & Associates, Inc
Planmember Securities Corporation
Bencor, Inc
Self Tommy Wolfe Currid Age
Ohio National Life Ins
*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 Virginia Lind 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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