Matthew Guyette
Matthew Guyette is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 22 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
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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
Matthew works at Haven Financial Group, providing securities and insurance sales and services, dedicating full-time hours to this role. He is also an insurance agent (life, variable, health) since 2006, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
U.S. Bancorp Investments, INC.Broker
Phillips & Company Securities INC.Broker
State Registrations6 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.