Advisor at Planmember Securities Corporation
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.
Location
Charlotte Court House, VA 23923
Credentials
Series 63, Series 65
Industry experience
32 years
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)
130 Le Grande Avenue
Charlotte Court House, VA 23923
Virginia
PlanMember Securities Corporation
2024 - Present (2 years)
Virginia Retirement Specialists, Inc. (VRSI)
2015 - Present (11 years)
Gwn Securities Inc
2015 - 2024 (9 years)
Laine Insurance Services
1987 - Present (39 years)
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