Planner Securities LLC

Overview

Planner Securities LLC is organized as a limited liability company and is shown as SEC-registered in 1994. The ownership indication in the dataset combines a foreign entity and an individual. The firm's internal classification is listed as unclassified. The record flags several negative indicators: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The dataset does not include detail on client segments, fee schedules, specific advisory or brokerage activities, or investment mandates.

Assets & Accounts

Location & Offices