Keith Edmonson
Keith Edmonson is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 32 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
2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738
Get directionsHistory
Regulatory History (5)
Financial
June 2022Financial
June 2019Judgment / Lien
August 2014Judgment / Lien
August 2012Criminal
January 1989Other Business ActivitiesSells Insurance
Keith works as a financial advisor/representative at Mutual Inc., providing insurance and financial services, as well as tax preparation. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Planmember Securities CorporationBroker
Prime Capital Services, INC.Broker
State Registrations3 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.