Brady
Scott

Planmember Securities Corporation

CRD#4750687
Investment Advisor
in Horseshoe Bay, TX

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About this Advisor

Brady Scott is a financial advisor operating in Horseshoe Bay, Texas with a total of 16 years of industry experience. Scott works at Planmember Securities Corporation. The advisor has gained experience at Riata Financial, Planmember Securities Corporation, Us Retirement Partners, Inc Dba Us Employee Benefits Services, Us Retirement Partners, Inc and Brady D. Scott. Scott holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Planmember Securities Corporation is a financial advisory business that has its headquarters in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 employees. It handles $8 billion in assets under management between its 67,968 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 14 charitable organizations. Of its 67,968 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Planmember Securities Corporation performs a broad set 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 typically vary depending on which services the firm provides the client. Fee types charged by Planmember Securities Corporation can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 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

100 Bunny Run, Suite 101
Horseshoe Bay, TX 78657

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

TX Average: 43
Total Number of Accounts

67,968

TX Average: 3,727
Average Account Size

$110,789

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

Brady Scott Work History

Brady has been registered as a financial advisor for 16 years.*

2013 - Present (11 years)

Us Retirement Partners, Inc Dba Us Employee Benefits Services

2013 - Present (11 years)

Us Retirement Partners, Inc

2013 - Present (11 years)

Brady D. Scott

2007 - Present (17 years)

Planmember Securities Corporation

2002 - Present (22 years)

Riata Financial

*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 Brady Scott 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

Keeley Atterbury
Carlsbad, CA
Benjamin Parker
Carpinteria, CA
Roy Lines
Carpinteria, CA
John Italiano
Irvington, NY
Jeffrey Lovegren
Carpinteria, CA
Eric Busto
Farmingville, NY
Kyle Smith
Carpinteria, CA
Salleh Beitollahi
Agoura Hills, 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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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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