John
Desousa
Planmember Securities Corporation
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About this Advisor
John Desousa is a financial advisor based in Carpinteria, California, working with Planmember Securities Corporation. John has previously held positions at Central Life Assurance Co (Pierce Agency), Central Life/American Mutual, Irm Distributors, Inc, and De Sousa Financial. John is registered to provide services in California. Currently, John is part of Planmember Securities Corporation, which operates out of Carpinteria, California. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
John Desousa Work History
De Sousa Financial
Irm Distributors, Inc
Central Life/American Mutual
Central Life Assurance Co (Pierce Agency
Disclosures
Please visit the SEC profile of John Desousa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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