Patrick Anabu
Patrick Anabu is a registered investment advisor at Planmember Securities Corporation, based in Palm Desert, CA, with 7 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
77-933 Las Montanas Rd., Suite 102, Palm Desert, CA, 92211
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
Patrick works as a Client Services Rep for Rooney Group Inc., providing tax preparation, securities sales, and insurance services, dedicating nearly full-time hours. He also owns a DJ service, spending about a quarter of his time on it, and is President of POA Capital Inc., a pass-through entity, spending a few hours per week. Finally, Patrick is an FBC Authorized Financial Advisor for FBC Model Plan, spending over half his time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations22 states
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