Nancy
Mitchell
Planmember Securities Corporation
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About this Advisor
Nancy Mitchell is a financial advisor working in Odessa, Texas. Mitchell is currently employed by Planmember Securities Corporation. Their career trajectory has included roles at Nancy Mitchell Piano Studio, Financial Fitness, Irm Distributors, Inc and Investment Solutions Group. Mitchell maintains a Series 63 license, qualifying them as a securities representative, and is able to work in Texas. Planmember Securities Corporation is a firm that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in assets under management between its 67,968 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 67,968 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Planmember Securities Corporation performs a number 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. Fees for financial management typically are based on which services are offered. Fee types billed by Planmember Securities Corporation may 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
Nancy Mitchell Work History
Nancy has been registered as a financial advisor for 0 years.*
Nancy Mitchell Piano Studio
Financial Fitness
Irm Distributors, Inc
Investment Solutions Group
*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 Nancy Mitchell 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
Agoura Hills, CA
Carpinteria, CA
Irvington, NY
Horseshoe Bay, TX
Carpinteria, CA
Los Angeles, CA
Farmingville, NY
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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