Plan Member Financial Corporation
Financial Services, 6187 Carpinteria Ave, Carpinteria, California, 93013, United States, 51-200 Employees
Phone Number: 18*********
Who is PLANMEMBER FINANCIAL CORPORATION
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and...
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Headquarters: 6187 Carpinteria Ave, Carpinteria, California, 93013, United States
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Date Founded: 1992
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Employees: 51-200
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Revenue: $250 Million to $500 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6211
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding PlanMember Financial Corporation
Answer: PlanMember Financial Corporation's headquarters are located at 6187 Carpinteria Ave, Carpinteria, California, 93013, United States
Answer: PlanMember Financial Corporation's phone number is 18*********
Answer: PlanMember Financial Corporation's official website is https://planmember.com
Answer: PlanMember Financial Corporation's revenue is $250 Million to $500 Million
Answer: PlanMember Financial Corporation's SIC: 6211
Answer: PlanMember Financial Corporation's NAICS: 523940
Answer: PlanMember Financial Corporation has 51-200 employees
Answer: PlanMember Financial Corporation is in Financial Services
Answer: PlanMember Financial Corporation contact info: Phone number: 18********* Website: https://planmember.com
Answer: Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.
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