Vance Ralph Sanchez

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 12/2016
  College Of The Sequoias
  Visalia, CA
• 03/2015 → 02/2022
  Ameriprise Financial Services, Inc.
  Visalia, CA
• 04/2022 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2022 → Present
  West Coast Educators Financial, Inc.
  Visalia, CA
• 08/2017 → Present
  Vance Sanchez (Self Employed)
  Visalia, CA

Previous Registrations

• 2021-09-14 → 2022-02-21
  Ameriprise Financial Services, Llc
  Visalia, CA

Other Businesses

1) West Coast Educators Financial, Inc-3924 West Caldwell Ave, Suite B, Visalia, CA 93277; Investment related; Securites & insurance sales & services; Agent; Start date 4/2022; 140 hrs/mnth; 100 hrs/mnth during trading. 2) Vance Sanchez (self employed)-4938 W. Redding Ave., Visalia, CA 93277; Investment related; Insurance sales & services; Agent; Start date 8/2017; 20 hrs/mnth & during trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-10