CARPINTERIA, Calif.–(BUSINESS WIRE)–Linwood and Nicholas Orenduff of Orenduff & Associates in Richmond are pleased to announce their affiliation with PlanMember Securities Corporation. As a new PlanMember Financial Center, they will expand retirement, investment planning and financial education opportunities for investors, including educators and employees of nonprofit organizations, in Richmond and the surrounding area.
PlanMember, with more than $11 billion in assets, specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. By partnering with PlanMember as a Financial Center, established independent advisors such as Orenduff & Associates can tap the support resources and preferred market access of a national company while maintaining their own local identity. To date, PlanMember has established 35 successful Financial Centers in 20 states, with a goal of expanding to 80 nationally.
Linwood has 45 years of experience in the financial services industry. He holds a master’s degree from Lynchburg College, Series 7, 63 and 66 securities licenses, and has earned the Chartered Life Underwriter and Chartered Financial Consultant® designations.
Nick has been in the financial services industry for 15 years. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 6, 7, 63 and 65 securities licenses.
“We’re dedicated to helping our clients build wealth and protect their hard-earned assets and have done so since 1974,” said Linwood Orenduff. “We create customized client portfolios and recommend only those products and services that can be tailored to suit our clients’ unique needs. We have no quotas, no hidden agendas, no product pushing, just quality advice and quality execution at a reasonable and fully disclosed fee.”
“The affiliation with Orenduff & Associates supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a successful long-term relationship.”
PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and nonprofit sectors for over three decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.
Steven Sullivan (410) 435-4719 [email protected]