David Haislip
David Haislip is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 43 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
July 2009Other Business ActivitiesSells Insurance
David is an insurance agent selling fixed life and fixed annuity products since 1998. This takes about a quarter of his time, with about half of that time being investment-related.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Keystone Capital CorporationBroker
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
Summit Brokerage Services, INC.Broker
Mercer Allied Company, L.P.Broker
Sunpoint Securities, INC.Broker
Cigna Securities, INC.Broker
Pfp Capital, INC.Broker
Planner's Independent Management, INC.Broker
The Paul Revere Variable Annuity Insurance CompanyBroker
Titan Capital 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.