Christopher Conrad
Christopher Conrad is a registered investment advisor at Planmember Securities Corporation, based in Austin, TX, with 13 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
Get directionsHistory
Regulatory History (2)
Regulatory
January 2012Employment Separation After Allegations
January 2010Other Business ActivitiesSells Insurance
Christopher works as an agent/advisor at Inspire Financial, providing financial, securities, and insurance (annuities, life, Medicare supplements) sales and services, dedicating nearly full-time hours to this. He is also an Independent Marketing Director (IMD) for ACN/Team National, focusing on direct sales of digital phone services, internet, security, automation, television, and payment processing, spending about 10-20% of his time on this.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Great American Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Planmember Securities CorporationBroker
State Registrations4 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.