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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-27
TN RA APPROVED 2012-09-06
  • TX RA
    APPROVED_RES
    Since 2024-02-27
  • TN RA
    APPROVED
    Since 2012-09-06

Branch Locations

Clarksville, TN • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planmember Securities Corporation Carpinteria CA 08/2012 Present
Evergreen Financial Partners Llc Clarksville TN 12/2000 Present
Employee Benefits Services Of Tennessee (Ebs-Tn) Nashville TN 08/2015 12/2022
  • 08/2012 → Present
    Carpinteria, CA
  • 12/2000 → Present
    Evergreen Financial Partners Llc
    Clarksville, TN
  • 08/2015 → 12/2022
    Employee Benefits Services Of Tennessee (Ebs-Tn)
    Nashville, TN
Previous Registrations
  • 2008-08-13 → 2012-08-31
    Cetera Wealth Services, Llc
    Spring Hill, TN
    Mechanicsburg, PA
    Citrus Heights, CA
    Spring Hill, TN
  • 2005-02-14 → 2008-08-13
    Pension Planners Securities, Inc.
    Franklin, TN
    Franklin, TN
    Citrus Heights, CA
  • 2004-02-04 → 2004-12-01
    Brecek & Young Advisors, Inc.
    Franklin, TN
Other Businesses

EVERGREEN FINANCIAL PARTNERS, LLC; 513 Sugarberry Court, Clarksville, TN 37043; OWNER/AGENT; SECURITIES AND INSURANCE SALES AND SERVICES, START DATE 01/2023; 40 HRS/MO; 40 HRS/MO DURING TRADING; IR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-14
  • S63 Uniform Securities Agent State Law Examination
    1986-03-14
Other Names
  • Ron Johnson

View on SEC IAPD

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