Don
Smith

Planmember Securities Corporation

CRD#3118285
Investment Advisor
in Austin, TX
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About this Advisor

Don Smith is an investment advisor in Austin, Texas. Currently a registered advisor at Planmember Securities Corporation, they have accrued 10 years of experience in the financial advisory industry. Smith has a Series 63 license, certifying them as a securities broker. Smith is able to work with investors in Texas. Their career trajectory has included roles at Lpl Financial Corp and Planmember Securities Corporation. Planmember Securities Corporation is headquartered in Austin, Texas, and operates out of 57 additional locations in the nation. In total, Planmember Securities Corporation manages $4 billion in assets throughout 66,069 client accounts and employs more than 264 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 66,069 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Planmember Securities Corporation provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

10 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

Disclosures

No

Office Location

4611 Bee Caves Rd., Suite 110
Austin, TX 78746

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$4,290,116,608

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

274

TX Average: 43
Total Number of Accounts

73,525

TX Average: 3,727
Average Account Size

$58,349

TX Average: $2,033,427

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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

Don Smith Work History

Don has 10 years of experience.

2010 - Present (9 years)

Planmember Securities Corporation

2008 - 2010 (2 years)

Lpl Financial Corp

Disclosures

Don Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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