Timothy
Webster

Planmember Securities Corporation

CRD#1385553
Investment Advisor
in Granbury, TX

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About this Advisor

Timothy Webster is a financial advisor operating out of Granbury, Texas. Webster is on the advisory team at Planmember Securities Corporation. The advisor has gained experience at Horizon Financial, Irm Distributors, Inc and Compass Financial Services. Webster holds a Series 63 license, designating them as a securities representative, and can advise clients in Texas. Planmember Securities Corporation is a registered investment company that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 employees. It controls $8 billion in total assets across its 67,968 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Planmember Securities Corporation has 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 charged by financial advisors usually depend on the financial services. However, fees billed by Planmember Securities Corporation likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Granbury, TX

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

TX Average: $7,578,581,321
Total Number of Employees

459

TX Average: 43
Total Number of Accounts

67,968

TX Average: 3,727
Average Account Size

$110,789

TX Average: $2,033,427

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

Timothy Webster Work History

Timothy has been registered as a financial advisor for 0 years.*

2013 - Present (11 years)

Compass Financial Services

1999 - Present (25 years)

Irm Distributors, Inc

1991 - Present (33 years)

Horizon Financial

*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 Timothy Webster 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

Roy Lines
Carpinteria, CA
Kyle Smith
Carpinteria, CA
Texanna Stallwitz
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Jeffrey Lovegren
Carpinteria, CA
John Italiano
Irvington, NY
Salleh Beitollahi
Agoura Hills, CA
Keeley Atterbury
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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