David G. Haislip
Professional summary
David G. Haislip, CFP®, who also goes by David Glenn Haislip, is a registered financial advisor currently at PLANMEMBER SECURITIES CORPORATION located in Newport Beach, California.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. David has worked at 18 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David G. Haislip's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view David G. Haislip's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
February 4, 2026 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 4590 Macarthur Blvd. Suite 500, Newport Beach, CA 92660February 4, 2026 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 4590 Macarthur Blvd. Suite 500, Newport Beach, CA 92660May 1, 2025 - February 5, 2026
LPL FINANCIAL LLC
May 1, 2025 - February 5, 2026
LPL FINANCIAL LLC
April 1, 2021 - May 1, 2025
GROVE POINT ADVISORS, LLC
November 4, 2011 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
November 3, 2011 - May 1, 2025
GROVE POINT INVESTMENTS, LLC
October 1, 2010 - November 17, 2011
FIRST ALLIED ADVISORY SERVICES, INC.
May 30, 2007 - November 7, 2011
FIRST ALLIED SECURITIES, INC.
December 15, 2004 - July 18, 2005
COINBASE CAPITAL MARKETS CORP
September 23, 2004 - October 7, 2010
GREENBOOK INVESTMENT MANAGEMENT, INC.
January 13, 2003 - December 31, 2004
XELAN FINANCIAL PLANNING, INC.
December 24, 2001 - January 15, 2003
XELAN INVESTMENT SERVICES, INC.
July 26, 2000 - December 20, 2002
SUMMIT BROKERAGE SERVICES, INC.
November 25, 1996 - September 2, 1998
MERCER ALLIED COMPANY, L.P.
January 18, 1994 - December 31, 1994
SUNPOINT SECURITIES, INC.
July 26, 1990 - March 12, 1992
LINCOLN FINANCIAL DISTRIBUTORS, INC.
July 6, 1988 - July 18, 1990
PFP CAPITAL, INC.
April 8, 1985 - July 1, 1988
PIM FINANCIAL SERVICES, INC.
February 18, 1982 - May 13, 1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
August 22, 1980 - December 27, 1983
TITAN/VALUE EQUITIES GROUP, INC.
Primary Firm SEC Registration
PLANMEMBER SECURITIES CORPORATION
CRD#: 11869 / SEC#: 801-39177, 8-25065
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/4/2026)
(2/4/2026)
Exams
FINRA
Current Firm
PLANMEMBER SECURITIES CORPORATION
CRD#: 11869 / SEC#: 801-39177, 8-25065
Contact information
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PLANMEMBER FINANCIAL CORPORATION | OWNER | |
| BOWMAN, BYRON FRANCIS | CHIEF LEGAL OFFICER & SECRETARY | 2673117 |
| HALEY, SEAN PATRICK | CHIEF COMPLIANCE OFFICER | 2837579 |
| HANSON, STEVEN R | CHIEF FINANCIAL OFFICER / FINOPS | 4854600 |
| JANEWAY, TERRALL JOSEPH | EVP/CHIEF OPERATING OFFICER | 2947154 |
| ZIEHL, JON MICHAEL | PRESIDENT | 707642 |
Regulatory assets under management
| Total Number of Accounts | 68,978 |
| AUM (Assets Under Management) | $ 9,035,509,268 |
Disclosures
| Regulatory Event | 5 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
