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CFP

Barbara Meyers

Planmember Securities Corporation
42 Years of Experience
San Diego, CA
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Barbara Meyers is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in San Diego, CA, with 42 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1011 Camino Del Rio South, Ste 550, San Diego, CA, 92108

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Settled
Customer Dispute
April 2015
Settled
Customer Dispute
March 1993
Settled
Regulatory
January 1984
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barbara is an independent contractor with Meyers Financial Group, offering fixed annuities and fixed life insurance to clients, dedicating a few hours per week. She also serves as a board member for Women of Temple Bat Yahm, a non-profit organization, spending minimal time on this activity.

Employment History
Current Registrations
Planmember Securities CorporationBroker
June 2026 - Present · 4 mos
Planmember Securities Corporation
June 2026 - Present · 4 mos
Previous Registrations
Westpark Capital, INC.Broker
May 2022 - July 2026 · 4 yrs 2 mos
Westpark Capital, INC.
May 2022 - July 2026 · 4 yrs 2 mos
Woodbury Financial Services, INC.Broker
January 2021 - May 2022 · 1 yr 4 mos
Woodbury Financial Services, INC.
January 2021 - May 2022 · 1 yr 4 mos
Crown Capital Securities, L.P.
February 2009 - December 2020 · 11 yrs 10 mos
Crown Capital Securities, L.P.Broker
August 1999 - December 2020 · 21 yrs 4 mos
Mutual Service CorporationBroker
March 1999 - July 1999 · 4 mos
Titan/value Equities Group, INC.Broker
May 1984 - March 1999 · 14 yrs 10 mos
State Registrations9 states
AZCAFLHINJORTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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