PlanMember Securities
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
6187 Carpinteria Ave, Carpinteria, Calif...Phone Number
(563) 388-4767Website
www.planmember.comRevenue
$257.8 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
3
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About PlanMember Securities
Founded in 1990 PlanMember Securities Corporation is a national broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and nonprofit sectors. The company is headquartered in Carpinteria, California.Explore more
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PlanMember Securities Tech Stack
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PlanMember Securities News & Media
PlanMember Announces Newest Financial Center in Rancho Cucamonga, CA
CARPINTERIA, Calif., March 17, 2026 /PRNewswire/ -- PlanMember is pleased to announce SoCal Wealth Solutions (SoCal Wealth) in Rancho Cucamonga, CA, as its newest independent PlanMember Financial Center. SoCal Wealth was founded by Scott Carlin. With over 30 years of industry experience,...West Coast Educators Financial, Inc. Welcomes New Financial Advisor Mihai Petrascu
CARPINTERIA, Calif., Feb. 24, 2026 /PRNewswire/ -- West Coast Educators Financial, Inc., a PlanMember Financial Center in Visalia, CA, is pleased to welcome Mihai Petrascu, CPA as its newest financial advisor. With over 15 years of experience as a certified public accountant, and over 12...PlanMember Announces Newest Financial Center in Tyler, TX
CARPINTERIA, Calif., Nov. 13, 2025 /PRNewswire/ -- PlanMember is pleased to announce Gentry Wealth Management in Tyler, TX, as its newest independent PlanMember Financial Center. Gentry Wealth Management (GWM) is the wealth advisory subsidiary of Gentry Financial Group. GWM was initially...PlanMember Announces Winner of The 2025 Richard H. Ford Making a Positive Difference Award
CARPINTERIA, Calif., June 17, 2025 /PRNewswire/ -- PlanMember Financial Corporation is proud to announce the winner and nominees of the 2025 Richard H. Ford Making a Positive Difference Award. The award is in honor of Richard Ford, our dear friend and colleague who embodied both the...
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Founded in 1990 PlanMember Securities Corporation is a national broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and nonprofit sectors. The company is headquartered in Carpinteria, California.... Read More
