Lisa Kelly's Contact Details

Lisa Kelly's Company Details

PlanMember Securities Corporation

Carpinteria, CA, US • 250 - 499 Employees
Financial Services

PlanMember Securities Corporation is a Broker/Dealer and Registered Investment Advisor committed to giving financial professionals unique opportunities to build and expand their fee-based business. Specializing in creating and distributing retirement plan solutions for nonprofit and for-profit employers and their employees across the country, and for associations, unions, membership groups and their members, PlanMember Securities is a highly ranked industry pioneer. • PlanMember regularly ranks in the top 10 among Broker/Dealers for fee-based business*• PlanMember is ranked #6 in terms of revenue growth for independent Broker/Dealers* • PlanMember ranks in the top 25 independent Broker/Dealer for home office support*Financial professionals seeking to grow their income can join PlanMember Securities as a PlanMember Financial Center owner, an affiliated PlanMember Financial Center advisor, or individual advisor while remaining completely independent. Today PlanMember is operating more than 30 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80 Financial Centers within several years. PlanMember provides sales training, business development and integrated marketing support as well as administrative, compliance and technology through our Partnership for Success Program. With the most innovative business succession options in the industry, PlanMember advisors get the most value for a lifetime of work at their retirement.Interested financial professionals should contact PlanMember at (800) 874-6910, extension 2553. * Financial Planning Magazine, June 2017 issue.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. 6187 Carpinteria Avenue, Carpinteria, CA 93013 • (800) 874-6910