David Ellis
David Ellis is a registered investment advisor at Planmember Securities Corporation, based in Tampa, 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
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
2202 N. Westshore Blvd., Suite 200, Tampa, FL, 33607
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 involved with Bencor, Inc., U S Employees Benefits Service Group, LLC, and US Retirement Partners (USRP), providing retirement plans, fixed insurance products, and investments. These activities take up nearly all of David's time, including trading hours, and he also holds a notary public license, dedicating minimal time to it.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLCBroker
State Registrations1 state
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