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Alexander D. Burum

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

Oxnard, CA

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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.

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Other Business ActivitiesSells Insurance

Alexander is an insurance agent selling fixed insurance products since 2018, dedicating minimal time to this activity. He is also an account holder/owner of Professional Financial Planning Inc. and a caregiver to his father, spending about 10-20% of his time on caregiving.

Employment History
Current Registrations
Planmember Securities CorporationBroker
April 2018 - Present · 7 yrs 10 mos
Planmember Securities Corporation
April 2018 - Present · 7 yrs 10 mos
State Registrations5 states
CACOSDTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander D. Burum - Financial Advisor | TrueAdvisor