David Goss
David Goss is a registered investment advisor at Planmember Securities Corporation, based in Santa Barbara, CA, with 28 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
123 W Padre, Suiteg, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business ActivitiesSells Insurance
David is an agent at David A. Goss, III, Financial Services, Inc. since 1986, involved in investment and insurance activities. This takes more than full-time hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations22 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.