David Drummond
David Drummond is a registered investment advisor at Planmember Securities Corporation, based in Weston, FL, with 15 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
2771 Executive Park Drive Suite 4, Weston, FL, 33331
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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 at Bencor, Inc. providing financial services, an employee at Miami Dade College, provides support to DP Management, is part of U S Employees Benefits Service Group, LLC, a partner/agent at Drummond Brothers LLC for securities and insurance sales, co-owner of Drummond Brothers College Consulting LLC, and a mortgage loan originator at American Bancshares Mortgage. He dedicates nearly full-time hours to Drummond Brothers LLC, about 10-20% of his time to DP Management and Drummond Brothers College Consulting LLC, a few hours per week to American Bancshares Mortgage, and minimal time to U S Employees Benefits Service Group, LLC and Miami Dade College.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations6 states
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