Planmember Securities Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Spelman is a financial advisor working out of Farmingville, New York with 2 years of industry experience. Spelman works at Planmember Securities Corporation. Over the course of their career, they have held roles at Planmember Securities Corporation, Dowling College, Sunnyhome LLC, C+H LLC, M+K LLC and Mutual Inc. Spelman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Planmember Securities Corporation is a registered investment company that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 employees. It controls $8 billion in total assets among its 67,968 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. Planmember Securities Corporation provides a broad range 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 charged by financial advisors typically are based on which services are offered. However, fees charged by Planmember Securities Corporation likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Planmember Securities Corporation Brokerage Details
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
Kevin Spelman Work History
Kevin has been registered as a financial advisor for 2 years.*
Planmember Securities Corporation
*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.
Please visit the SEC profile of Kevin Spelman 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
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 email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.