Cody Don Carpenter
Investment adviser representative at Planmember Securities Corporation
28 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
28 years in the industry.
- Virginia Retirement Services Inc.Jan 2025 to now
- Bms Financial, Insurance & Tax ServicesMar 2016 to now
- Retiremax, LLCDec 2013 to now
- Financial U LLC dba Abc Educational ServicesJul 2003 to now
- Planmember Securities CorporationJul 2001 to now
- Onion Creek ClubMay 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4428953
- Firm CRD
- 11869