Planmember Securities
44yrs
Top advisor by experience at Planmember Securities
14yrs
Kyle Smith has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Carpinteria, California. Kyle has been with Planmember Securities since 2020. Planmember Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 158 advisors with offices in Carpinteria, and one of 132 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office6267 Carpinteria Avenue, Carpinteria, CA 93013
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?2 states
Services through Planmember Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – now
- 2020 – nowPlanmember Securities CorporationCurrent firm
Contact Kyle
(805) 684-1199Planmember Securities main office 6267 Carpinteria AvenueCarpinteria, CA 93013Office · Get directions X (Twitter) pagePlanmember Securities
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Planmember Securities at (805) 684-1199 and ask for Kyle Smith. Kyle works from the Carpinteria, CA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Kyle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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