Cody Carpenter
Cody Carpenter is a registered investment advisor at Planmember Securities Corporation, based in McDonough, GA, with 24 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
1700 Pennsylvania Ave, McDonough, GA, 30253
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Cody is involved in several business activities, including administering financial services and insurance products through a school system, designing and marketing financial services software, providing tax preparation and financial services including insurance products, working with an insurance marketing organization, managing a VRBO rental property, and providing training, recruiting, and marketing support for a financial services firm while also offering securities and insurance products. Several of these activities involve insurance sales.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations15 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.