Devan Carlin

Financial advisor at Planmember Securities Corporation · Carpinteria, CA

Last updated 2026-10-10

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Devan Carlin is a financial advisor at Planmember Securities Corporation in Carpinteria, CA, CRD 7373464. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-03-11.

Registration

CRD number
7373464
Registration status
Active
IAPD registration
2025-03-11
Industry Experience
1 year
Work Experience
11 years
States registered
AZ

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2015-09 to Present · American Airlines · Fort Worth, TX
  • 2025-02 to Present · Planmember Securities Corporation · Carpinteria, CA

Current employment

SEC IAPD record for Devan Carlin

Planmember Securities Corporation

Regulatory AUM
$10,120,552,229
Registered advisors
441
Offices
255
Clients per advisor
157.9 (High)
Average AUM per client
$145.3K (Low)
High-net-worth client ratio
1.3% (Low)

Planmember Securities Corporation: advisors, services and reported ETF investments

About

Devan Carlin is a financial advisor at Planmember Securities Corporation in Carpinteria, CA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 1 year of industry experience and 11 years of reported work history.

Planmember Securities Corporation's firm-level Form ADV reports 441 advisors across 255 offices; approximately 157.9 clients per advisor, average assets per client of $145,316, and regulatory AUM of $10.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Planmember Securities Corporation on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial

Location

6267 Carpinteria Avenue, Carpinteria, CA 93013

230 advisors at this office.

Planmember Securities office in Carpinteria, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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