Best Investors
Account
Sign in
Best Investors
Account
Sign in
Planmember Securities Corporation CRD 11869
$10.1B regulatory AUM 125 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-22 |
Branch Locations
Richland Hills, TX • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 01/2015 | Present |
| Independent Financial Strategies Llc | Richland Hills | TX | 01/2015 | Present |
| Rdr Wealth Management | Richland Hills | TX | 01/2015 | Present |
| David Ring (Self Employed) | Richland Hills | TX | 01/2015 | Present |
1) INDEPENDENT FINANCIAL STRATEGIES LLC-7224 Brooks Ave. Richland Hills, TX 76118; INVESTMENT RELATED; FINANCIAL, INVESTMENT & INSURANCE SALES & SVCS; SENIOR PARTNER; START DATE 1/15; 160 HRS/MNTH & DURING TRADING. 2) RDR WEALTH MANAGEMENT-7224 Brooks Ave. Richland Hills, TX 76118; INVESTMENT RELATED; FINANCIAL, INVESTMENT & INSURANCE SALES & SVCS; PRESIDENT; START DATE 1/15; 160 HRS/MNTH & DURING TRADING. 3) DAVID RING (SELF EMPLOYED)-7224 BROOKS AVE, RICHLAND HILLS, TX 76118; NONINVESTMENT RELATED; RENTAL PROPERTY; OWNER/LANDLORD; START DATE 1/15; 10 HRS/MNTH; 0 HRS/MNTH DURING TRADING. 4)White Glove Workshop; 7224 Brooks Ave. Richland Hills, TX 76118; Instructor; public education workshops; Instructor; start date 2/22/2017; 2 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-03 |
Reach out to this advisor