Gina Evins
Gina Evins is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 6 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 (3)
Criminal
January 2004Criminal
January 1991Criminal
June 1987Other Business ActivitiesSells Insurance
Gina works as a representative for Elite Plus Financial & Retirement Services, focusing on securities and insurance sales and services, dedicating nearly full-time hours. She also provides tax preparation services through Financial Matters Tax Service seasonally, spending about half her time during that period, and works as an independent insurance agent.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations1 state
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.