Aaron Cruz
Aaron Cruz is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 14 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 (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Aaron owns Tactical Financial Solutions, where he sells securities and insurance. He also owns Cruzn Enterprises LLC, is self-employed selling fixed insurance and annuities, and owns Unbroken, LLC, which provides financial education.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Securian Financial Services, INC.Broker
State Registrations12 states
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