PLANMEMBER SECURITIES CORPORATION
SEC file number 801-39177
· CARPINTERIA, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$8.28B
Discretionary AUM
$8.28B
Employees
427
Clients
100
Firm
- Address
- 6187 CARPINTERIA AVENUE
CARPINTERIA, CA 93013 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Plainview Securities Fund, L.P. Medium name-match confidence · CIK 2053801 · TX
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Plainview Securities Fund, L.P. · D · Jan 15, 2026
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Plainview Securities Fund, L.P. · D · Jan 28, 2025