Troy Dueker
Troy Dueker is a registered investment advisor at Planmember Securities Corporation, based in San Juan Capistrano, CA, 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
27131 Calle Arroyo Suite 1722, San Juan Capistrano, CA, 92675
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Troy is an agent/independent contractor selling term life insurance and fixed annuity products, dedicating minimal time to this. He also works with Team Advisors, earning securities asset-based fees and commissions, which is a full-time commitment. Troy is also a board member for Mary's Shelter, a non-profit, spending minimal time on this.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations14 states
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