Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Charlotte Court House, VA 23923
Planmember Securities Corporation
Enterprise
Robert Laine is a financial advisor at PlanMember Securities Corporation with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the securities and insurance fields since 1987, including roles at Virginia Retirement Specialists, Inc. and Gwn Securities Inc. Laine also owns Laine Insurance Services, which provides life and health insurance sales and services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, alongside providing education and support services to plan sponsors and participants.
Based on Planmember Securities Corporation
Based on Planmember Securities Corporation
Up to 0.50% annually of assets invested in the Plan for investment fiduciary services; Up to 0.50% annually of assets invested in the Portfolios (includes 0.025% portfolio unitization fee)
Charlotte Court House, VA
130 Le Grande Avenue
Charlotte Court House VA 23923
Advisors at this office
1
Virginia
32 years of industry experience
PlanMember Securities Corporation
2024 - Present • 2 years
Carpinteria, CA
Virginia Retirement Specialists, Inc. (VRSI)
2015 - Present • 11 years
Charlotte Court House, VA
Gwn Securities Inc
2015 - 2024 • 9 years
Palm Beach Gardens, FL
Laine Insurance Services
1987 - Present • 39 years
Charlotte Court House, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")