Judith Zeigler
Judith Zeigler is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, 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
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
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
Judith is involved in financial and insurance sales, financial planning, and tax preparation, dedicating about a quarter of her time to these activities. She also distributes NuSkin products, refers clients for insurance products through America's Tax Solutions, and practices Pranic Healing.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Veritrust Financial, LLCBroker
Veritrust Financial, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Financial West Group
Financial West GroupBroker
Investment Advisors
Proequities, INC.Broker
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
State Registrations1 state
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.