PlanMember Securities Corporation was founded in 1982 and is considered one of the 25 largest independent broker-dealers. As of 2020, the company had more than 479 financial advisors, over $14 billion in advisory & brokerage assets, and generated approximately $143.0 million in annual revenue for the 2021 fiscal year.
Statistics
Key facts regarding PlanMember include the following: • IBD Elite Top 50 independent broker/dealers • $16.6 billion in advisory and brokerage assets as of April 2022 ==Legal==
Legal
On March 11, 2019, 79 firms agreed to a $125 million industry settlement arising from Firms 12b-1 fees fund sale violations. PlanMember to return $3.5 million to clients. ==References==