Keith F Edmonson

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

• 01/1993 → Present
  Mutual, Inc.
  Farmingville, NY
• 08/2009 → Present
  Ups
  Farmingville, NY
• 02/2014 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Other Businesses

1. MUTUAL INC / Daybright Financial - 2410 NORTH OCEAN AVE., STE. 401, FARMINGVILLE, NY 11738; INVESTMENT RELATED; INSURANCE AND FINANCIAL SALES & SVCS, TAX PREPARATION; FINANCIAL ADVISOR/REPRESENTATIVE; START DATE 01/1993; 160-200 HRS/MNTH; 160-200 HRS/MNTH DURING TRADING; INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-17