Scott Carlin
Scott Carlin is a registered investment advisor at Planmember Securities Corporation, based in Riverside, CA, with 31 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
11801 Pierce St., Suite #200, Riverside, CA, 92505
Get directionsHistory
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
Scott owns Carlin Insurance Agency since 1990, focusing on insurance sales and services, taking about half his time. He also owns Southern California Wealth Solutions (SoCal Wealth Solutions) since January 2024, where he sells mutual funds, RIA products, and annuities, dedicating a full-time commitment.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Advisory CORP
Legend Equities CorporationBroker
Washington Square Securities, INC.Broker
State Registrations11 states
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