Geoffrey
Treat
Planmember Securities Corporation
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About this Advisor
Geoffrey Treat is a financial advisor working in Plano, Texas with a total of 10 years of relevant experience. Treat currently works for Planmember Securities Corporation. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Planmember Securities Corporation, Team Financial Network, Teachers' Financial Services, Inc and American Teachers Retirement Services. Treat holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Planmember Securities Corporation is a registered investment business operating out of Carpinteria, CA. The firm has offices in 350 locations and a total of 459 advisors. It has $8 billion in total assets among its 67,968 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 67,968 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Planmember Securities Corporation performs a number of services, such as 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 usually vary depending on the services provided. However, fee types billed by Planmember Securities Corporation most likely include some blend of 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
Geoffrey Treat Work History
Geoffrey has been registered as a financial advisor for 10 years.*
American Teachers Retirement Services
Planmember Securities Corporation
Team Financial Network, Teachers' Financial Services, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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 Geoffrey Treat 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
Carpinteria, CA
Agoura Hills, CA
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Mililani, HI
Horseshoe Bay, TX
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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