Adrian A. Weekes
Investment adviser representative at Planmember Securities Corporation
11 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
11 years in the industry.
- Kelly EducationFeb 2026 to now
- Adrian WeekesNov 2025 to now
- Planmember Securities CorporationApr 2025 to now
- Pelham Consulting Group LLCApr 2025 to now
- Retirement Planning AssociatesApr 2025 to now
- The Health Advisors / Cti StaffingDec 2025 to Jan 2026
- TeleperformanceAug 2025 to Sep 2025
- Bolder Fund Services (USA), LLCOct 2023 to Jan 2025
- Juniper SquareJan 2023 to Sep 2023
- Hcl America, Inc.Apr 2022 to Mar 2023
- Itau Private BankJul 2021 to Apr 2022
- Na - UnemployedJun 2020 to Apr 2021
- BNY MellonSep 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2753603
- Firm CRD
- 11869