Linwood
Orenduff

Planmember Securities Corporation

CRD#1152648
Investment Advisor
in Henrico, VA

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About this Advisor

Linwood Orenduff is a chartered financial consultant based out of Henrico, Virginia with 4 years of industry experience. Orenduff currently works for Planmember Securities Corporation. Over the course of their career, Orenduff has held roles at Ing, Ing Financial Partners, Inc, Voya Financial, Voya Financial Advisors, Planmember Securities Corporation, Linwood A. Orenduff Dba Orenduff & Associates and 2307 W. Main St LLC. Orenduff maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Virginia. Planmember Securities Corporation is a company operating out of Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 advisors. It has $8 billion in total assets across its 67,968 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. Planmember Securities Corporation provides a broad array 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 charged by financial advisors typically depend on the financial services offered. However, fee types billed by Planmember Securities Corporation may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

4 years

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

1500 Forest Avenue, Suite 114
Henrico, VA 23229

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

VA Average: 43
Total Number of Accounts

67,968

VA Average: 3,727
Average Account Size

$110,789

VA 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

Linwood Orenduff Work History

Linwood has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Planmember Securities Corporation

2018 - Present (6 years)

2307 W. Main St LLC

2004 - Present (20 years)

Linwood A. Orenduff Dba Orenduff & Associates

2014 - 2019 (5 years)

Voya Financial

2014 - 2019 (5 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2000 - 2014 (14 years)

Ing

*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 Linwood Orenduff 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

Texanna Stallwitz
Carpinteria, CA
Lauren Thomas
Horseshoe Bay, TX
Eric Busto
Farmingville, NY
Keeley Atterbury
Carlsbad, CA
Benjamin Parker
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Jeffrey Lovegren
Carpinteria, CA
John Italiano
Irvington, NY

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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