Arman Sepehr Vafi
Investment adviser representative at Planmember Securities Corporation
26 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
26 years in the industry.
- Arman VafiJul 2020 to now
- Planmember Securities CorporationJan 2020 to now
- Pacific Summit Financial Inc.Jan 2020 to now
- Arman Vafi (self Employed)May 2005 to now
- Legacy FinancialMay 2005 to now
- Princess CruisesFeb 2000 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
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
- 2985581
- Firm CRD
- 11869