Christopher E. Coventry

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

• 11/2013 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 06/2008 → Present
  The Lotter Group
  Newport Beach, CA

Other Businesses

1. THE LOTTER GROUP-6 UPPER NEWPORT PLAZA, NEWPORT BEACH, CA 92660; INVESTMENT RELATED; INSURANCE SALES & SERVICES; AGENT/EXECUTIVE PRODUCER; START DATE 6/08; 40 HRS/MNTH & DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-29
• S63 Uniform Securities Agent State Law Examination
  2014-01-13

Other Names

• Chris Coventry
• Christopher Edward Coventry