Vance Ralph Sanchez
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vance Ralph Sanchez is an investment adviser representative with Planmember Securities Corporation in Visalia, CA, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- College of the SequoiasJun 2014 – Dec 2016Visalia, CA
- Ameriprise Financial Services, Inc.Mar 2015 – Feb 2022Visalia, CA
- PlanMember Securities CorporationApr 2022 – no end date reportedCarpinteria, CA
- West Coast Educators Financial, Inc.Apr 2022 – no end date reportedVisalia, CA
- Vance Sanchez (self employed)Aug 2017 – no end date reportedVisalia, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Planmember Securities Corporation
Showing 12 of 438 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vance Ralph Sanchez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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