Clara Zaya
Clara Zaya is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 19 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 (3)
Customer Dispute
July 2024Judgment / Lien
November 2011Judgment / Lien
January 2005Other Business ActivitiesSells Insurance
Clara is an agent/representative for Employee Benefits Services Group, selling insurance products (life, health, LTC, disability, FIAs), taking about half of her time. She is also a board member for Dry Creek HOA, dedicating minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Financial Network Investment CorporationBroker
Pension Planners Securities, 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.