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Robert Torrie

Planmember Securities Corporation
36 Years of Experience
Palm Desert, CA
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Torrie is a registered investment advisor at Planmember Securities Corporation, based in Palm Desert, CA, with 36 years of industry experience. Robert 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

77-933 Las Montanas Rd., Suite 102, Palm Desert, CA, 92211

Get directions

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
October 2010
Denied
Customer Dispute
May 2004
Settled
Regulatory
February 1990
Final
Criminal
January 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is the President of Rooney Group, Inc dba Teachers Tax Service, where he sells securities, insurance, and tax preparation services, dedicating nearly full-time hours to this role. He also serves as Treasurer of the Board of Directors for the Rancho Mirage Property Owners Association, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Planmember Securities Corporation
August 2017 - Present · 9 yrs 2 mos
Planmember Securities CorporationBroker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Lincoln InvestmentBroker
August 2000 - August 2017 · 17 yrs
Lincoln Investment
August 2000 - August 2017 · 17 yrs
Legend Equities CorporationBroker
January 1994 - August 2000 · 6 yrs 7 mos
Legend Capital CorporationBroker
March 1991 - January 1994 · 2 yrs 10 mos
Metlife Securities INC.Broker
August 1990 - February 1991 · 6 mos
Metropolitan Life Insurance CompanyBroker
August 1990 - February 1991 · 6 mos
State Registrations1 state
CA
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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