David Goodman
David Goodman is a registered investment advisor at Planmember Securities Corporation, based in Henderson, NV, with 5 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
375 N. Stephanie Street, Suite 2212, Bldg 22, Henderson, NV, 89014
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
David is a representative/agent for BMS Insurance and Tax Services, LLC, focusing on securities-investment advisory sales and services, and the president/finance broker for Tempus Financial Group, Inc., helping individuals/companies acquire outside financing for large equipment purchases. Both activities take about half of David's time.
Employment History
Current Registrations
Planmember Securities Corporation
Previous Registrations
Park Avenue Securities LLC
State Registrations1 state
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