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PlanMember Securities Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

PlanMember Securities has about 94 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. PlanMember Securities's workforce spans 7 departments.

Find PlanMember Securities employees' phone numbers or email addresses

PlanMember Securities Global Highlights

Location
Employees

North America
151

Minus sign iconPlus sign icon
  • United States Of America
    151

PlanMember Securities's Leadership

  • Financial Advisor, Chief Executive Officer at PlanMember Securities
    S. B.
    Financial Advisor, Chief Executive Officer
    Mobile Phone
  • Owner at PlanMember Securities
    D. R. S.
    Owner
    Mobile Phone
  • Manager at PlanMember Securities
    L. D.
    Manager
    Mobile Phone
  • Financial Advisor And Financial Center Manager At Barron Financial Services at PlanMember Securities
    M. S.
    Financial Advisor And Financial Center Manager At Barron Financial Services
    Mobile Phone
  • Senior Operations Specialist at PlanMember Securities
    J. J.
    Senior Operations Specialist
    Mobile Phone
  • Registered Representative at PlanMember Securities
    J. C.
    Registered Representative
    Mobile Phone
  • Retirement Benefits Representative at PlanMember Securities
    J. N.
    Retirement Benefits Representative
    Mobile Phone
  • Financial Advisor at PlanMember Securities
    J. C.
    Financial Advisor
    Mobile Phone

PlanMember Securities Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Business Development
  • Human Resources
  • Other
  • Consulting

Banking is the largest department at 75% of profiles with a known department, followed by Finance (9%) and Legal (7%).

Contact profiles from PlanMember Securities

Name
Title
Contact
Location
Last Update
  • Owner at PlanMember Securities
    D. R. S.
    Owner
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor, Chief Executive Officer at PlanMember Securities
    S. B.
    Financial Advisor, Chief Executive Officer
    Mobile Phone
    Jul 31, 2023
  • Manager at PlanMember Securities
    L. D.
    Manager
    Mobile Phone
    Oct 24, 2024
  • Financial Advisor And Financial Center Manager At Barron Financial Services at PlanMember Securities
    M. S.
    Financial Advisor And Financial Center Manager At Barron Financial Services
    Mobile Phone
    Oct 18, 2024
  • Senior Operations Specialist at PlanMember Securities
    J. J.
    Senior Operations Specialist
    Mobile Phone
    Oct 23, 2024
  • Registered Representative at PlanMember Securities
    J. C.
    Registered Representative
    Mobile Phone
    Jun 30, 2026
  • Retirement Benefits Representative at PlanMember Securities
    J. N.
    Retirement Benefits Representative
    Mobile Phone
    May 31, 2026
  • Financial Advisor at PlanMember Securities
    J. C.
    Financial Advisor
    Mobile Phone
    Mar 25, 2026
  • Investment Adviser Representative at PlanMember Securities
    R. C.
    Investment Adviser Representative
    Mobile Phone
    Apr 14, 2026
  • Financial Advisor at PlanMember Securities
    T. K.
    Financial Advisor
    Mobile Phone
    Jun 27, 2026

Frequently Asked Questions

What are the largest departments at PlanMember Securities?

Minus sign iconPlus sign iconBanking is the largest department at 75% of profiles with a known department, followed by Finance (9%) and Legal (7%). PlanMember Securities's workforce spans 7 departments.

How many employees does PlanMember Securities have currently?

Minus sign iconPlus sign iconPlanMember Securities has approximately 94 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are PlanMember Securities's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, PlanMember Securities's key employees include:

  • Financial Advisor, Chief Executive Officer: S. B.
  • Owner: D. R. S.
  • Manager: L. D.
  • Financial Advisor And Financial Center Manager At Barron Financial Services: M. S.
  • Senior Operations Specialist: J. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is PlanMember Securities's most common email format?

Minus sign iconPlus sign iconPlanMember Securities employees' email format typically follows the pattern of FLast@planmember.com. Trying to find reliable and up-to-date employee contact data? Find more PlanMember Securities email formats with LeadIQ.

What is PlanMember Securities known for?

Minus sign iconPlus sign iconPlanMember Securities was founded in 1992 and operates in the Financial Services industry. You can contact PlanMember Securities's main corporate office by phone at
+1-805-684-****
. Explore PlanMember Securities's company overview page for more information.

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