Sam Farhoumand
Sam Farhoumand is a registered investment advisor at Planmember Securities Corporation, based in Agoura Hills, CA, with 8 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
28720 Roadside Drive, Suite 315, Agoura Hills, CA, 91301
Get directionsHistory
Regulatory History (2)
Criminal
July 2006Criminal
May 2006Other Business ActivitiesSells Insurance
Sam is a representative at Legacy Financial, offering securities and insurance sales and services, dedicating about half their time. Sam also works as an insurance agent for Teachers Retirement Services, selling FIAs and life insurance, also dedicating about half their time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations9 states
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.