Loren Quist
Loren Quist is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 9 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, 93010
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
Loren works for Williams & Co selling securities and insurance, dedicating nearly full-time hours to this role. Loren also conducts retirement planning workshops and sells Medicare supplemental insurance and fixed annuities, while spending minimal time referring candidates for ERC tax credits.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations4 states
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