FD
FD

Frederick Drummond

19 Years of Experience
Weston, FL
BrokerSells Insurance

Frederick Drummond is a registered investment advisor at Planmember Securities Corporation, based in Weston, FL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2771 Executive Park Drive Suite 4, Weston, FL, 33331

Get directions

History

Regulatory History
Clean regulatory record

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

Frederick is an insurance agent and representative for multiple financial services and insurance companies, including Bencor, South Florida Educational Financial Services LLC, U S Employees Benefits Service Group, LLC, and Drummond Brothers LLC. He also serves as a board member for a non-profit religious organization, is President of Creative Enterprises Inc., a director and part-owner of DP Management Inc., and co-owns Drummond Brothers College Consulting LLC.

Employment History
Current Registrations
Planmember Securities Corporation
August 2008 - Present · 17 yrs 9 mos
Planmember Securities CorporationBroker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
June 2006 - October 2007 · 1 yr 4 mos
State Registrations8 states
ALCACOFLGANCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Frederick Drummond - Financial Advisor | TrueAdvisor