Matthew
Clark
Planmember Securities Corporation
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About this Advisor
Matthew Clark is a financial advisor based in Mcdonough, Georgia, who has 3 years of industry experience. Clark works at Planmember Securities Corporation. During their career, Clark has held roles at Edward Jones, American United Life, Oneamerica Securities, Virginia Retirement Specialists, Inc, Gwn Securities, Inc, Planmember Securities Corporation, Financial U and Matthew Clark (Self Employed). Clark holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Planmember Securities Corporation is a financial advisory company based in Carpinteria, CA. The company has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in total assets among its 67,968 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. Planmember Securities Corporation has a diverse 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. A financial advisor's fee schedules typically vary depending on the financial services offered. However, fees charged by Planmember Securities Corporation likely consist of any combination 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
Matthew Clark Work History
Matthew has been registered as a financial advisor for 3 years.*
Planmember Securities Corporation
Financial U
Matthew Clark (Self Employed)
Gwn Securities, Inc
Virginia Retirement Specialists, Inc
American United Life
Oneamerica Securities
Edward Jones
*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 Matthew Clark 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
Los Angeles, CA
Agoura Hills, CA
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Farmingville, NY
Carlsbad, 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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