Kevin Twohy
Kevin Twohy is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 26 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
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History (1)
Regulatory
March 1987Other Business ActivitiesSells Insurance
Kevin is an independent distributor of healthcare products, founder/owner of a marriage education business, and a workshop leader. He also sells term life insurance, and is a proprietor involved in network marketing and sales of health products; these activities take up about 10-20% of his time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
United Investment Services, INC.Broker
Sentra Securities CorporationBroker
State Registrations3 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.