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Alan Chinen

Planmember Securities Corporation
34 Years of Experience
Mililani, HI
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Alan Chinen is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 34 years of industry experience. Alan 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
447 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

95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393

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History

Regulatory History (2)
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
March 2013
Closed-No Action
Customer Dispute
May 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan is the President & CEO and Chairman of the Board for Chinen & Arinaga Financial Group, where he offers investments, fixed, and health insurance products, dedicating full-time hours. He also has several other business activities, including being an agent for Scarborough Alliance Group, owning commercial real estate, and being involved with multiple charitable organizations.

Employment History
Current Registrations
Planmember Securities Corporation
July 2011 - Present · 15 yrs 3 mos
Planmember Securities CorporationBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Symetra Investment Services, INC.
March 2002 - June 2011 · 9 yrs 3 mos
Symetra Investment Services, INC.Broker
November 2001 - June 2011 · 9 yrs 7 mos
Planmember Securities CorporationBroker
February 2000 - December 2001 · 1 yr 10 mos
Safeco Investment Services, INC.Broker
August 1992 - March 2000 · 7 yrs 7 mos
State Registrations23 states
AKAZCACOCTFLHIILMAMDMIMONDNENJNVNYORSCTXVAWAWI
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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