CARPINTERIA, Calif.--(BUSINESS WIRE)--The June 2015 issue of Financial Planning magazine shows that PlanMember ranks as number 1 independent broker dealer for fee-based revenues as a percentage of total revenues at 58.3% for the period ending 12/31/14.
PlanMember has maintained the top ranking for 10 out of 11 years since 2004 (2004-2012, 2014) and was number 2 in 2013.
"PlanMember has continued to set itself apart by assisting our Financial Centers and individual financial professionals in building and growing their fee-based business practices. We are very proud of this core competency, as it has enabled our partners to focus more on gathering assets and retaining and growing client and household relationships," said Chief Executive Officer, Jon Ziehl.
PlanMember is proud to be ranked in Financial Planning magazine’s list of top independent broker/dealers. PlanMember Securities Corporation has been an industry-leading broker/dealer for nearly three decades. With corporate offices in Carpinteria, CA, PlanMember has 500 registered representatives across the country, $8 billion assets under management, and over 140,000 customer accounts. PlanMember is an approved retirement plan provider for 3,200 school districts and nonprofit organizations nationwide. PlanMember Securities is a registered broker/dealer, investment advisor, and member FINRA/SIPC.