Layne
Takayama
Planmember Securities Corporation
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About this Advisor
Layne Takayama is a financial advisor based out of Mililani, Hawaii who has 12 years of relevant experience. Takayama is on the advisory team at Planmember Securities Corporation. During their career, the advisor has held roles at Chinen & Arinaga Financial Group and Planmember Securities Corporation. Takayama has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Hawaii. Planmember Securities Corporation is a financial advisory firm operating out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It handles $8 billion in total assets between its 67,968 client accounts, making it one of 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 held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm 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. Financial management fee schedules typically are based on the type of financial services provided. However, fees charged by Planmember Securities Corporation likely include any combination 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
Layne Takayama Work History
Layne has been registered as a financial advisor for 12 years.*
Planmember Securities Corporation
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 Layne Takayama 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
Farmingville, NY
Carpinteria, CA
Carpinteria, CA
Carlsbad, CA
Carpinteria, CA
Irvington, NY
Carpinteria, CA
Mililani, HI
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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