Luke
Morgan

Planmember Securities Corporation

CRD#3175000
Investment Advisor
in Farmingville, NY

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About this Advisor

Luke Morgan is a financial advisor working out of Farmingville, New York with 2 years of relevant experience. Morgan is an employee of Planmember Securities Corporation. The advisor has gained experience at Mutual Inc, Planmember Securities Corporation and Strategic Financial Tax Planning. Morgan holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in New York. Planmember Securities Corporation is a firm operating out of Carpinteria, CA. It has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in total assets among its 67,968 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. Planmember Securities Corporation has 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. Financial management fees usually are based on which services the firm provides the client. However, fee types charged by Planmember Securities Corporation can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

2410 North Ocean Avenue, Suite 401
Farmingville, NY 11738

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

NY Average: 43
Total Number of Accounts

67,968

NY Average: 3,727
Average Account Size

$110,789

NY 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

Luke Morgan Work History

Luke has been registered as a financial advisor for 2 years.*

2010 - Present (14 years)

Planmember Securities Corporation

2008 - Present (16 years)

Strategic Financial Tax Planning

1999 - Present (25 years)

Mutual Inc

*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 Luke Morgan 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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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.

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