LE
LE

Larry Eye

56 Years of Experience
Norco, CA
BrokerSells Insurance

Larry Eye is a registered investment advisor at Planmember Securities Corporation, based in Norco, CA, with 56 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

377 Sixth Street, Norco, CA, 92860

Get directions

History

Regulatory History
Clean regulatory record

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

Larry is the owner and independent agent at Larry R. Eye & Co, offering investment-related services and insurance sales (fixed annuities, life, and long-term care) since 1965. He dedicates about half of his time to this, with about 10-20% of his time spent during trading hours.

Employment History
Current Registrations
Planmember Securities Corporation
November 2017 - Present · 8 yrs 6 mos
Planmember Securities CorporationBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
July 1999 - December 2017 · 18 yrs 5 mos
Mutual Service CorporationBroker
March 1999 - July 1999 · 4 mos
Titan/value Equities Group, INC.Broker
December 1989 - March 1999 · 9 yrs 3 mos
Advantage Capital CorporationBroker
September 1985 - October 1989 · 4 yrs 1 mo
Zahorik Company, INC.Broker
December 1980 - September 1985 · 4 yrs 9 mos
Zahorik Company, INC.Broker
September 1969 - December 1980 · 11 yrs 3 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.