Adam
Goldman

Planmember Securities Corporation

CRD#6441601
Investment Advisor
in Houston, TX

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About this Advisor

Adam Goldman is a financial advisor based in Houston, Texas, working with Planmember Securities Corporation. Adam has previously held positions at Planmember Securities Corporation, Study Bank Academy, Gen Bbq, Adam Goldman, Lkj Financial LLC, Lkj Financial, and Adam Goldman (Self Employed). Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Adam is part of Planmember Securities Corporation, which operates out of Houston, Texas. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

550 Post Oak Blvd., Suite 350
Houston, TX 77027

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

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

427

TX Average: 43
Total Number of Accounts

69,347

TX Average: 3,727
Average Account Size

$119,336

TX 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

Adam Goldman Work History

2020 - Present (4 years)

Lkj Financial

2020 - Present (4 years)

Planmember Securities Corporation

2020 - Present (4 years)

Adam Goldman (Self Employed)

2019 - 2020 (1 year)

Lkj Financial LLC

2019 - 2020 (1 year)

Planmember Securities Corporation

2015 - 2019 (4 years)

Planmember Securities Corporation

2015 - 2020 (5 years)

Adam Goldman

2014 - 2014 (< 1 year)

Gen Bbq

2013 - 2014 (1 year)

Study Bank Academy

Disclosures

Please visit the SEC profile of Adam Goldman 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

David Mares
Grand Prairie, TX
Matthew Sinclair
Carpinteria, CA
Janine Northway
Carpinteria, CA
Steven Duplain
Carpinteria, CA
Matthew Kimberly
Akron, OH
Jaime Perez
Carpinteria, CA
James Hughes
Carpinteria, CA
Michael Britton
Carpinteria, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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