Allyn David Close

CFP

Planmember Securities Corporation

41 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Planmember Securities Corporation

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

420 advisors

Number of Clients

68,678 clients

Average Client Portfolio

$132K average

Assets Under Management

$9.0B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

6187 Carpinteria Ave, Carpinteria, CA, 93013

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Planmember Securities Corporation

November 2010 - Present · 15 yrs 3 mos

Planmember Securities CorporationBroker

November 2010 - Present · 15 yrs 3 mos

Previous Registrations

Symetra Investment Services, INC.

June 1999 - November 2010 · 11 yrs 5 mos

Symetra Investment Services, INC.Broker

May 1999 - November 2010 · 11 yrs 6 mos

Safeco Securities, INC.Broker

August 1998 - June 1999 · 10 mos

Interpacific Investors Services, INC.Broker

April 1992 - July 1998 · 6 yrs 3 mos

Royal Alliance Associates, INC.Broker

November 1989 - March 1992 · 2 yrs 4 mos

Integrated Resources Equity CorporationBroker

September 1986 - November 1989 · 3 yrs 2 mos

Professional Securities Corporation of WashingtonBroker

February 1986 - September 1986 · 7 mos

Mutual Benefit Financial Service CompanyBroker

October 1984 - February 1986 · 1 yr 4 mos

State Registrations50 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.