PlanMember Securities Email Formats

Financial Services • Carpinteria, California, United States • 51-100 Employees

PlanMember Securities Email Formats

PlanMember Securities uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@planmember.com), used 30.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@planmember.com	57.7%
{first name}{last name}	johndoe@planmembersec.com	30.8%
{first initial}.{last name}	j.doe@planmembersec.com	7.7%

Key Contacts at PlanMember Securities

Ronald J. Heller

Director, Recruiting - Partner Development

Henry Whitney

Director Of Product Development

Cliff Kensinger

Director Marketing Technology

Company overview

Headquarters	6187 Carpinteria Ave, Carpinteria, California 93013, US
Phone number	+18008746910
Website	planmember.com
NAICS	52
SIC	628
Founded	1992
Employees	51-100
Socials

About PlanMember Securities

PlanMember Securities Corporation is a Broker/Dealer and Registered Investment Advisor committed to giving financial professionals unique opportunities to build and expand their fee-based business. Specializing in creating and distributing retirement plan solutions for nonprofit and for-profit employers and their employees across the country, and for associations, unions, membership groups, and their members, PlanMember Securities is a highly-ranked industry pioneer. • PlanMember regularly ranks in the top 10 among Broker/Dealers for fee-based business* • PlanMember is ranked #6 in terms of revenue growth for independent Broker/Dealers* • PlanMember ranks in the top 25 independent Broker/Dealer for home office support* Financial professionals seeking to grow their income can join PlanMember Securities as a PlanMember Financial Center owner, an affiliated PlanMember Financial Center advisor, or an individual advisor while remaining completely independent. Today PlanMember is operating more than 40 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80. PlanMember provides sales training, business development and integrated marketing support as well as administrative, compliance, and technology through our Partnership for Success Program. With the most innovative business succession options in the industry, PlanMember advisors get the most value for a lifetime of work at their retirement. Interested financial professionals should contact PlanMember at (800) 874-6910, extension 2553. * Financial Planning Magazine, June 2017 issue. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, Investment Advisor and member FINRA/SIPC. 6187 Carpinteria Avenue, Carpinteria, CA 93013 • (800) 874-6910

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Partner

Manager

Employees by Department

PlanMember Securities has 40 employees across 7 departments.

Departments

Number of employees

Funding Data

PlanMember Securities has never raised funding before.

Frequently asked questions

PlanMember Securities is located in Carpinteria, California, US.

You can reach PlanMember Securities at +18008746910.

PlanMember Securities was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.

PlanMember Securities has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.