Trace E Bucey
Investment adviser representative at Planmember Securities Corporation
10 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
10 years in the industry.
- Planmember Securities CorporationJun 2021 to now
- Elite Plus FinancialJun 2021 to now
- Trace Bucey (self Employed)Mar 2021 to now
- Doordash Inc.Mar 2020 to Mar 2021
- University of New MexicoAug 2019 to Dec 2020
- Howard CollegeAug 2018 to Aug 2019
- University of TexasAug 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7357410
- Firm CRD
- 11869