Timothy Glenn Webster

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
TX	RA	APPROVED_RES	2006-03-17

TX RA
APPROVED_RES

Since 2006-03-17

Branch Locations

Granbury, TX • 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

Organization	City	State	From	To
Horizon Financial	Houston/Tyler	TX	08/1991	Present
Irm Distributors, Inc.	Carpinteria	CA	01/1999	Present
Compass Financial Services	Granbury,	TX	10/2013	Present

08/1991 → Present

Horizon Financial

Houston/Tyler, TX
01/1999 → Present

Irm Distributors, Inc.

Carpinteria, CA
10/2013 → Present

Compass Financial Services

Granbury,, TX

Other Businesses

COMPASS FINANCIAL SERVICES;8815 RAVENSWOOD GRANBURY, TX 76049; START DATE: 10//01/2013;OT (EFS)EDUCATORS FINANCIAL SEMINARS; INVESTMENT RELATED; INSURANCE; AGENT;PROPRIETOROF HRS/MTH TO THIS BUS: 40 NUM OF HRS/MTH BUS DURING TRADING HRS:40

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-08-02

S63 Uniform Securities Agent State Law Examination

1996-08-02

Other Names

Tim Webster

View on SEC IAPD