Alan
Chinen

Planmember Securities Corporation

CRD#2251117
Investment Advisor
in Mililani, HI

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About this Advisor

Alan Chinen is a financial advisor based in Mililani, Hawaii who has 12 years of relevant experience. Chinen is on the advisory team at Planmember Securities Corporation. Their career trajectory has included roles at Chinen & Arinaga Financial Group, Planmember Securities Corporation and Scarborough Alliance Group. Chinen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Hawaii. Planmember Securities Corporation is a registered investment firm that has its headquarters in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 financial advisors. It has $8 billion in assets across its 67,968 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 67,968 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Planmember Securities Corporation performs a number 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 largely depend on which services are provided. However, fees charged by Planmember Securities Corporation can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

95-119 Kamehameha Hwy, Suite A
Mililani, HI 96789-3393

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

HI Average: 43
Total Number of Accounts

67,968

HI Average: 3,727
Average Account Size

$110,789

HI 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

Alan Chinen Work History

Alan has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Planmember Securities Corporation

2011 - Present (13 years)

Scarborough Alliance Group

1992 - Present (32 years)

Chinen & Arinaga Financial Group

*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 Alan Chinen 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

Eric Busto
Farmingville, NY
John Italiano
Irvington, NY
Benjamin Parker
Carpinteria, CA
Jeffrey Lovegren
Carpinteria, CA
Michael George
Carpinteria, CA
Kyle Smith
Carpinteria, CA
Darin Leong
Mililani, HI
Lauren Thomas
Horseshoe Bay, TX

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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