Donna Jean Mcclure

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:

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2006-03-10

CA RA
APPROVED

Since 2006-03-10

Branch Locations

Corona, CA • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self-Employed	Corona	CA	09/1992	Present
Planmember Securities Corporation	Carpinteria	CA	01/2006	Present

09/1992 → Present

Self-Employed

Corona, CA
01/2006 → Present

Planmember Securities Corporation

Carpinteria, CA

Other Businesses

1)AGENT OF MCCLURE & ASSOCIATES 23061 CANYON HILLS ROAD CORONA, CA 92883; START 1/2006;SELLING OF INSURANCE PRODUCTS; 160 HOURS/MO;& DURING TRADING; IR.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-04-05

S63 Uniform Securities Agent State Law Examination

1994-04-05

Other Names

Brittain Mcclure
Rahn Mcclure

View on SEC IAPD