Harvey Atterbury
Harvey Atterbury is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 31 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
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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
Harvey is the President of Atterbury Investment Management, Inc., offering financial services including securities and insurance, dedicating full-time hours. He is also a band leader and an agent for MPD Wealth and FBC Model Plan, both DBAs for insurance and securities sales, spending a few hours per week on each.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Everen Securities, INC.Broker
State Registrations11 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.