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David H Drummond

Investment adviser representative at Planmember Securities Corporation
16 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

16 years in the industry.

  1. American Bancshares MortgageFeb 2019 to now
  2. Drummond Brothers LLCJul 2017 to now
  3. Drummond Brothers College Consulting LLCJun 2017 to now
  4. U S Employees Benefits Service Group, LLCJan 2015 to now
  5. Miami Dade College Continuing EducationOct 2012 to now
  6. Dp ManagementJan 2011 to now
  7. Planmember Securities CorporationOct 2010 to now

Exams passed

  • Series 66 · Uniform Combined 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
5739830
Firm CRD
11869
Advisor's SEC record (opens in a new tab)
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