David Close
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.
- Barron Financial ServicesAug 2024 to now
- Planmember Securities CorporationAug 2024 to now
- UnemployedApr 2024 to Aug 2024
- Skytale DigitalJan 2023 to Apr 2024
- Enzian InnJun 2021 to Dec 2022
- Eagle Creek WineryMay 2019 to Jun 2021
- Alpine Lakes High CampSep 2017 to May 2019
- Ox ExpeditionsSep 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7969130
- Firm CRD
- 11869