Francis
Abbey
Planmember Securities Corporation
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About this Advisor
Francis Abbey is a certified financial planner who works out of Horseshoe Bay, Texas who has 3 years of relevant experience. Abbey is on the advisory team at Planmember Securities Corporation. Their career trajectory has included roles at Aaa Insurance, Principal Life Insurance Company, Princor Financial Services Corp, Talents - Self, Western And Southern Life, W&S Brokerage Service, Metlife Securities, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, Planmember Securities Corporation, Self Employed Dba Francis "Chris" Abbey and Taylor & Sons Insurance & Financial Services. Abbey has a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Louisiana. Planmember Securities Corporation is a firm based in Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It has $8 billion in assets under management between its 67,968 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 67,968 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. Planmember Securities Corporation offers a diverse array 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 fees depend on which services the firm provides the client. Fee types charged by Planmember Securities Corporation likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
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
Francis Abbey Work History
Francis has been registered as a financial advisor for 3 years.*
Planmember Securities Corporation
Taylor & Sons Insurance & Financial Services
Self Employed Dba Francis "Chris" Abbey
Mml Investors Services, LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
Metlife Securities
Massachusetts Mutual Life Insurance Company
Talents - Self
Western And Southern Life
W&S Brokerage Service
Principal Life Insurance Company
Princor Financial Services Corp
Aaa Insurance
*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 Francis Abbey 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
Los Angeles, CA
Carpinteria, CA
Irvington, NY
Horseshoe Bay, TX
Carpinteria, CA
Carlsbad, CA
Farmingville, NY
Mililani, HI
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.
