Mark Bucciere
Mark Bucciere is a registered investment advisor at Planmember Securities Corporation, based in Westerville, OH, with 30 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
Westerville, OH
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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 →Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Legend Investment Management INC.Broker
Legend Equities CorporationBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
National City Investments CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.