Trace
Bucey
Planmember Securities Corporation
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About this Advisor
Trace Bucey is a financial advisor operating out of Corpus Christi, Texas with a total of 2 years of industry experience. Bucey is an advisor for Planmember Securities Corporation. Over the course of their career, they have held roles at Carrol High School, University Of Texas, Howard College, University Of New Mexico, Doordash Inc, Elite Plus Financial, Planmember Securities Corporation and Trace Bucey (Self Employed). Bucey holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Texas. Planmember Securities Corporation is an advisory business that has its headquarters in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It controls $8 billion in total assets among its 67,968 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Planmember Securities Corporation has 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 fees usually depend on the services. However, fee types charged by Planmember Securities Corporation most likely include some 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
Trace Bucey Work History
Trace has been registered as a financial advisor for 2 years.*
Elite Plus Financial
Planmember Securities Corporation
Trace Bucey (Self Employed)
Doordash Inc
University Of New Mexico
Howard College
University Of Texas
Carrol High School
*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 Trace Bucey 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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Carpinteria, CA
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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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