Joseph
Mcgoldrick
Planmember Securities Corporation
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About this Advisor
Joseph Mcgoldrick is a financial advisor working out of La Jolla, California with a total of 7 years of industry experience. Mcgoldrick is an employee of Planmember Securities Corporation. Mcgoldrick has gained experience at Transamerica Financial Advisors, Inc, Financial Insurance Services, Signator Investors, Inc, Joseph D. Goldrick Dba La Jolla Real Estate LLC, Joseph D. Mcgoldrick Dba Financial Insurance Services and Planmember Securities Corporation. Mcgoldrick maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in California. Planmember Securities Corporation is a financial advisory company that has its headquarters in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 advisors. It manages $8 billion in assets under management among its 67,968 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 14 charitable organizations. Of its 67,968 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. Planmember Securities Corporation has a diverse set of services, such as 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. Fees charged by financial advisors typically are based on the type of financial services. However, fees billed by Planmember Securities Corporation likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
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
Joseph Mcgoldrick Work History
Joseph has been registered as a financial advisor for 7 years.*
Joseph D. Goldrick Dba La Jolla Real Estate LLC
Joseph D. Mcgoldrick Dba Financial Insurance Services
Planmember Securities Corporation
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Financial Insurance Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Mcgoldrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
Los Angeles, CA
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Horseshoe Bay, TX
Carlsbad, CA
Mililani, HI
Agoura Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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