Dana E. Morgan
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 CorporationFeb 2026 to now
- Gentry Wealth ManagementOct 2025 to now
- School Finance SolutionsJun 2022 to now
- Frank Campos & AssociatesNov 2021 to Dec 2022
- Slocum Independent School DistrictJul 2018 to Oct 2021
- Noches Independent School DistrictSep 2016 to Jul 2018
- Frank Campos & AssociatesJan 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined 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
- 8173098
- Firm CRD
- 11869