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Gathering insights about PlanMember Securities

PlanMember Securities Tech Stack

PlanMember Securities uses 8 technology products and services including AppNexus, Cloudflare, OneTrust, and more. Explore PlanMember Securities's tech stack below.

  • AppNexus
    Advertising
  • Cloudflare
    Content Management System
  • OneTrust
    Cookie Compliance
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Microsoft
    Miscellaneous
  • SAP Maintenance, Repair, and Overhaul
    Operations
  • Google Tag Manager
    Tag Management

Media & News

PlanMember Securities's Email Address Formats

PlanMember Securities uses at least 2 format(s):
PlanMember Securities Email FormatsExamplePercentage
FLast@planmembersec.comJDoe@planmembersec.com
53%
First@planmembersec.comJohn@planmembersec.com
23%
First_Last@planmembersec.comJohn_Doe@planmembersec.com
12%
Last@planmembersec.comDoe@planmembersec.com
12%
FLast@planmember.comJDoe@planmember.com
83%
First@planmember.comJohn@planmember.com
11%
First.Last@planmember.comJohn.Doe@planmember.com
4%
Last@planmember.comDoe@planmember.com
2%

Frequently Asked Questions

What is PlanMember Securities's phone number?

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You can contact PlanMember Securities's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PlanMember Securities's official website and social media links?

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PlanMember Securities's official website is planmember.com and has social profiles on LinkedIn.

How much revenue does PlanMember Securities generate?

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As of December 2025, PlanMember Securities's annual revenue is estimated to be $38M.

What is PlanMember Securities's SIC code NAICS code?

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PlanMember Securities's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does PlanMember Securities have currently?

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As of December 2025, PlanMember Securities has approximately 201 employees across 1 continents, including North America. Key team members include Vp Of Field Operations/ Financial Advisor: N. M.Founder: J. D.Financial Advisor, Chief Executive Officer: S. B.. Explore PlanMember Securities's employee directory with LeadIQ.

What industry does PlanMember Securities belong to?

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PlanMember Securities operates in the Financial Services industry.

What technology does PlanMember Securities use?

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PlanMember Securities's tech stack includes AppNexusCloudflareOneTrustoEmbedShopifyMicrosoftSAP Maintenance, Repair, and OverhaulGoogle Tag Manager.

What is PlanMember Securities's email format?

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PlanMember Securities's email format typically follows the pattern of FLast@planmembersec.com. Find more PlanMember Securities email formats with LeadIQ.

When was PlanMember Securities founded?

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PlanMember Securities was founded in 1992.

PlanMember Securities

Financial ServicesCalifornia, United States201-500 Employees

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 an individual advisor while remaining completely independent. Today PlanMember is operating more than 40 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80. 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

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    PlanMember Securities's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    PlanMember Securities's revenue is estimated to be in the range of $50M$100M

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