Donna Webb
Donna Webb is a registered investment advisor at Planmember Securities Corporation, based in Austin, TX, with 9 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
Austin, TX
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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
Donna is involved with multiple businesses, including Virginia Retirement Specialists (securities and insurance sales, about 10-20% of her time), Ely Financial Network (fixed health & insurance sales, nearly full-time), and Elite Financial & Insurance Services (fixed health & insurance sales, minimal time). She also works with Educators Tax Service preparing income taxes (minimal time).
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Great American Advisors, 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.