Planmember Securities
44yrs
Top advisor by experience at Planmember Securities
2yrs
David Close
Financial advisor at Planmember Securities
David Close is a fiduciary financial advisor in Carpinteria, California, with 2 years in the industry. David joined Planmember Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Planmember Securities reports being 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
Experience2 years (since 2024)
How that compares ?2 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 ?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
- Oct 2024 – nowPlanmember Securities CorporationCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 David
How do I contact David?
Call Planmember Securities at (805) 684-1199 and ask for David Close. David works from the Carpinteria, CA office.
How long has David been a financial advisor?
David has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David 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 David 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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