James Brennan
James Brennan is a registered investment advisor at Planmember Securities Corporation, based in Richardson, TX, with 22 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
3513 Spectrum Blvd, Suite 200, Richardson, TX, 75082
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
James works as an agent for Inspire Financial Group, providing financial and insurance sales and services, dedicating nearly full-time hours. He also works as an agent for Brennan & Associates, providing insurance sales and services, dedicating full-time hours.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Great American Advisors, INC.
Great American Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations6 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.