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Building 2PLANMEMBER SECURITIES CORPORATION

Map pinCARPINTERIA, CA
Phone805-684-1199
NotebookSEC #801-39177
Total AUM
$10.1B
Employees
429
Clients
69,645

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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