Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Corpus Christi
5yrs
Based in Corpus Christi, Texas, Trace Bucey is a fiduciary financial advisor with 5 years of industry experience. Trace has been with Planmember Securities since 2021. 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 197 advisors with offices in Corpus Christi, and one of 183 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4444 Corona Dr., Suite. 242, Corpus Christi, TX 78411
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 ?1 state
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
- 2021 – nowPlanmember Securities CorporationCurrent firm
Contact Trace
4444 Corona Dr., Suite. 242Corpus Christi, TX 78411Office · Get directions Firm main line(805) 684-1199Headquarters: Planmember Securities · Carpinteria, CA X (Twitter) pagePlanmember Securities
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Questions to ask Trace
Tailored to Trace’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 Trace
How do I contact Trace?
Call Planmember Securities at (805) 684-1199 and ask for Trace Bucey. Trace works from the Corpus Christi, TX office.
How long has Trace been a financial advisor?
Trace has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Trace hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Trace a fiduciary?
Trace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trace 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 Trace 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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