Lauren
Thomas
Planmember Securities Corporation
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About this Advisor
Lauren Thomas is a financial advisor based in Horseshoe Bay, Texas, working with Planmember Securities Corporation. Lauren has previously held positions at Planmember Securities Corporation, Gardenwheel Enterprises, Vf Insurance, Lauren Huzinec (Self Employed), and Vf Advisor Group. Lauren has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Lauren is part of Planmember Securities Corporation, which operates out of Horseshoe Bay, Texas. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
Lauren Thomas Work History
Planmember Securities Corporation
Gardenwheel Enterprises
Vf Insurance
Vf Advisor Group
Planmember Securities Corporation
Lauren Huzinec (Self Employed)
Disclosures
Please visit the SEC profile of Lauren Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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