Tyler
Daniels
Planmember Securities Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Tyler Daniels is a financial advisor working in Mcdonough, Georgia with a total of 3 years of industry experience. Daniels works at Planmember Securities Corporation. Throughout their career, Daniels has worked at Planmember Securities Corporation, Gentry Financial Group, Financial U, Trend Hr, University Of Alabama Graduate School, Tarleton State University and Lindale High School. Daniels has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Planmember Securities Corporation is a registered investment firm based out of Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 employees. It controls $8 billion in assets under management between its 67,968 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a wide set 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. Fees for financial management usually are based on which services the firm provides the client. Fees billed by Planmember Securities Corporation most 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Tyler Daniels Work History
Tyler has been registered as a financial advisor for 3 years.*
Planmember Securities Corporation
Gentry Financial Group
Financial U
Trend Hr
University Of Alabama Graduate School
Tarleton State University
Lindale 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 Tyler Daniels 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
Farmingville, NY
Irvington, NY
Horseshoe Bay, TX
Carpinteria, CA
Carlsbad, CA
Carpinteria, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
