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Ray Anthony Mcginnis

Investment adviser representative at Planmember Securities Corporation
45 yearsExperience
2 statesRegistered in
$10.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

45 years in the industry.

  1. Planmember Securities CorporationFeb 2022 to now
  2. Ray Mcginnis Financial ServicesSep 1981 to now
  3. MML Investors Services, LLCMar 2017 to Feb 2022
  4. Massmutual Life Insurance CompanyJul 2016 to Feb 2022
  5. Metlife SecuritiesSep 2001 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 2 states (KY, OH).

Planmember Securities Corporation

$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2328296
Firm CRD
11869
Advisor's SEC record (opens in a new tab)
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