Brian
Alchermes
Planmember Securities Corporation
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About this Advisor
Brian Alchermes is a financial advisor based out of Farmingville, New York who has 2 years of industry experience. Alchermes currently works for Planmember Securities Corporation. Throughout their career, they have worked at New York Life Insurance Co, Nylife Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Center For Wealth Preservation, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Brian Douglas & Associates, Vanderbilt Securities, LLC, Planmember Securities Corporation, Mutual Inc and Bespoke Wealth Management. Alchermes has a Series 63 license, certifying them as a securities broker, and can work in New York. Planmember Securities Corporation is an advisory firm headquartered in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 advisors. It controls $8 billion in assets under management among its 67,968 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The business provides 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 management fee schedules usually are based on the financial services offered. Fees billed by Planmember Securities Corporation can be comprised 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
Brian Alchermes Work History
Brian has been registered as a financial advisor for 2 years.*
Planmember Securities Corporation
Mutual Inc
Bespoke Wealth Management
Vanderbilt Securities, LLC
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Center For Wealth Preservation
Brian Douglas & Associates
New York Life Insurance Co
Nylife Securities LLC
*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 Brian Alchermes 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
Agoura Hills, CA
Irvington, NY
Carpinteria, CA
Carlsbad, CA
Carpinteria, CA
Carpinteria, CA
Los Angeles, CA
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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