PlanMember has helped hundreds of independent reps build their fee-based practice, even in challenging environments, and we’ve been doing it for more than two decades. Headquartered in California, our network of advisors is growing. Find out how you can benefit by joining the team of a PlanMember Financial Center today. It could be the opportunity you’ve been looking for.
The cornerstone of PlanMember’s recruiting power is our exclusive Partnership for Success program, a proven system that helps advisors build a fee-based financial enterprise, attain a higher level of success and generate wealth. PlanMember’s top-down strategy to grow your business includes:
To find out more about this opportunity to grow while remaining completely independent, contact Wesley Dickerson at (800) 874-6910 extension 2556, or send an email to firstname.lastname@example.org.
Securities and advisory services offered through PlanMember Securities Corporation
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
California Insurance License Numbers: • Bruce Smith : 658065 • Marc Lippincott : 0C60570 • Dan Volpe : 620711 • James Smoogen : 68388 • Marc Houle : 638340