Spencer Crithfield
Investment adviser representative at Planmember Securities Corporation
11 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
11 years in the industry.
- Planmember Securities CorporationJun 2025 to now
- Central Plateau Cleanup CompanyJul 2024 to Nov 2024
- Prime LendingMay 2023 to Jul 2024
- Westmont CollegeAug 2021 to May 2025
- Richland High SchoolSep 2017 to Jun 2021
- Carmichael Middle SchoolSep 2015 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8115453
- Firm CRD
- 11869