PlanMember Securities Corporation Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • PlanMember Securities Corporation's estimated annual revenue is currently $21.6M per year.(i)
  • PlanMember Securities Corporation's estimated revenue per employee is $210,000

Employee Data

  • PlanMember Securities Corporation has 103 Employees.(i)
  • PlanMember Securities Corporation grew their employee count by -1% last year.

PlanMember Securities Corporation's People

NameTitleEmail/Phone
1
EVP & Chief Operating OfficerReveal Email/Phone
2
Exec. V.P., Chief Investment OfficerReveal Email/Phone
3
Chief Investment OfficerReveal Email/Phone
4
Chief Technology OfficerReveal Email/Phone
5
First VP - Partner DevelopmentReveal Email/Phone
6
Regional VP - Partner DevelopmentReveal Email/Phone
7
AVPReveal Email/Phone
8
AVP PlanMember UniversityReveal Email/Phone
9
SVP Retirement ServicesReveal Email/Phone
10
VP, Business Development OfficerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
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What Is PlanMember Securities Corporation?

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 individual advisor while remaining completely independent. Today PlanMember is operating more than 30 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80 Financial Centers within several years. 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

keywords:N/A

N/A

Total Funding

103

Number of Employees

$21.6M

Revenue (est)

-1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

PlanMember Securities Corporation News

2022-04-17 - PlanMember Securities Corporation Confirms Recent Data ...

PlanMember Securities Corp is a financial services company that fills a few different roles, depending on the company's relationship with a...

2022-03-30 - PlanMember Opens New Financial Center in Puyallup, WA

Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer,...

2021-04-13 - PlanMember Announces Pooled Employer Plan

CARPINTERIA, Calif., April 13, 2021 /PRNewswire/ -- PlanMember Financial Corporation, an independent provider of defined contribution services and solutions, is partnering with Newport Group, Inc. ("Newport") to offer the PlanMember Pooled Employer Plan. This modern retirement plan solution wi ...

2021-03-23 - PlanMember Announces Partnership with Newport Group, Inc.

CARPINTERIA, Calif., March 23, 2021 /PRNewswire/ -- PlanMember Financial Corporation, an independent provider of defined contribution services and solutions, has entered into a partnership with Newport Group, Inc. ("Newport") to offer the PlanMember Retirement and Investment Program: a complet ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$29.7M1352%N/A
#2
$29.7M1504%N/A
#3
$7.5M201-3%N/A
#4
$83.6M3046%N/A
#5
$75M3954%N/A