Trace
Bucey
Planmember Securities Corporation
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About this Advisor
Trace Bucey is a financial advisor based in Corpus Christi, Texas, working with Planmember Securities Corporation. Trace has previously held positions at Carrol High School, University Of Texas, Howard College, University Of New Mexico, Doordash Inc, Elite Plus Financial, Planmember Securities Corporation, and as a self-employed advisor. Trace has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Trace is part of Planmember Securities Corporation, which operates out of Corpus Christi, 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
Trace Bucey Work History
Elite Plus Financial
Planmember Securities Corporation
Trace Bucey (Self Employed)
Doordash Inc
University Of New Mexico
Howard College
University Of Texas
Carrol High School
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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