Edgar
Brown

Planmember Securities Corporation

CRD#1463057
Investment Advisor
in Horseshoe Bay, TX

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About this Advisor

Edgar Brown is a financial advisor based out of Horseshoe Bay, Texas who has 10 years of industry experience. Brown currently works for Planmember Securities Corporation. Brown has gained experience at Veritrust Financial, LLC, Az Ranch (Self Employed Dba), Vf Insurance Services, LLC, Planmember Securities Corporation and Garden Wheel Enterprises LLC Dba Veritrust Advisor Group. Brown holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in California and Texas. Planmember Securities Corporation is a firm based out of Carpinteria, CA. The firm has offices in 350 locations and a total of 459 people on staff. It controls $8 billion in assets under management across its 67,968 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a broad assortment 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 are based on the type of financial services offered. However, fees charged by Planmember Securities Corporation can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

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

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

Edgar Brown Work History

Edgar has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Planmember Securities Corporation

2013 - Present (11 years)

Garden Wheel Enterprises LLC Dba Veritrust Advisor Group

2009 - Present (15 years)

Vf Insurance Services, LLC

2008 - 2013 (5 years)

Az Ranch (Self Employed Dba)

2006 - 2013 (7 years)

Veritrust Financial, LLC

*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 Edgar Brown 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

Michael George
Carpinteria, CA
Benjamin Parker
Carpinteria, CA
Roy Lines
Carpinteria, CA
Lauren Thomas
Horseshoe Bay, TX
Keeley Atterbury
Carlsbad, CA
Darin Leong
Mililani, HI
Kyle Smith
Carpinteria, CA
Texanna Stallwitz
Carpinteria, 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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