James Michael Adgar
Investment adviser representative at Planmember Securities Corporation
22 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
22 years in the industry.
- James Adgar (self Employed)Oct 2019 to now
- Planmember Securities CorporationOct 2019 to now
- Bay Island Officials AssociationAug 2004 to now
- LPL Financial LLCNov 2017 to Aug 2019
- Valley Wealth Strategies, LLCNov 2017 to Aug 2019
- National Planning CorporationOct 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
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
- 4734751
- Firm CRD
- 11869