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Constantin Brancov

26 Years of Experience
Downey, CA
BrokerSells Insurance

Constantin Brancov is a registered investment advisor at Planmember Securities Corporation, based in Downey, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7911 Cole Street, Downey, CA, 90242

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Constantin is the CEO/President of Brancov Financial Services, a financial and insurance sales and services company, since March 2000. He spends about 10-20% of his time on this, with minimal time during trading hours.

Employment History
Current Registrations
Planmember Securities Corporation
October 2013 - Present · 12 yrs 9 mos
Planmember Securities CorporationBroker
October 2013 - Present · 12 yrs 9 mos
Previous Registrations
Veritrust Financial, LLC
April 2008 - October 2013 · 5 yrs 6 mos
Veritrust Financial, LLCBroker
July 2003 - October 2013 · 10 yrs 3 mos
Pmg Asset Management INC
January 2002 - July 2003 · 1 yr 6 mos
Pmg Securities CorporationBroker
November 1999 - July 2003 · 3 yrs 8 mos
State Registrations7 states
CACOFLLANYTNWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.