David Allen Goss
Investment adviser representative at Planmember Securities Corporation
40 yearsExperience
1 stateRegistered 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
40 years in the industry.
- Planmember Securities CorporationAug 2008 to now
- ReliastarOct 2003 to now
- David A. Goss Iii, Financial Services, Inc.Jan 2000 to now
- Goss Swier Financial ServicesJan 1997 to now
- David Allen GossOct 1986 to now
- Interstate Assurance Co.Oct 1986 to now
- Jackson NationalOct 1986 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2674354
- Firm CRD
- 11869