Virginia Lind
Virginia Lind is a ChFC-designated registered investment advisor at Planmember Securities Corporation, based in Fort Walton Beach, FL, with 35 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
8A Brooks Avenue, Fort Walton Beach, FL, 32548
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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
Virginia is an owner/agent at Virginia Lind & Associates, Inc. (insurance and financial services), a partner at FL Retirement Solutions (insurance and financial services), and an agent at Bencor, Inc. (tax-qualified retirement plans) and US Employee Benefits Services Group, LLC (insurance, benefits administration and investments). She also owns rental properties and teaches Florida life and health insurance CE courses.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
State Registrations21 states
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