Linwood Orenduff
Linwood Orenduff is a ChFC-designated registered investment advisor at Planmember Securities Corporation, based in Richmond, VA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1500 Forest Avenue, Suite 114, Richmond, VA, 23229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linwood owns Orenduff & Associates, providing financial planning, investments, and insurance (fixed life & annuities) sales and services, dedicating about a quarter of his time to this. He also owns 2307 W. Main St. LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Advantage Capital CorporationBroker
Aetna Financial Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.