Trace E Bucey

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

• 08/2016 → 08/2018
  University Of Texas
  Austin, TX
• 08/2018 → 08/2019
  Howard College
  Big Spring, TX
• 08/2019 → 12/2020
  University Of New Mexico
  Albuquerque, NM
• 03/2020 → 03/2021
  Doordash Inc.
  Corpus Christi, TX
• 06/2021 → Present
  Elite Plus Financial
  Corpus Christi, TX
• 06/2021 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 03/2021 → Present
  Trace Bucey (Self Employed)
  Corpus Christi, TX

Other Businesses

1) Elite Plus Financial - 4444 Corona Dr., Ste. 242, Corpus Christi, CA 78411; Investment related; Financial svcs, securities & insurance sales & svcs; Financial Advisor/Agent; Start date 6/2021; 160 hrs/mnth & during trading. 2) Trace Bucey (self employed)-6010 Parkland Dr, Corpus Christi, TX 78413; Investment related; Insurance (fixed indexed annuities) sales & svcs; Agent; Start date 3/2021; 40 hrs/mnth & during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-22
• S65 Uniform Investment Adviser Law Examination
  2021-10-05

Other Names

• Trace E. Bucey