Joshua
Mayr
Planmember Securities Corporation
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About this Advisor
Joshua Mayr is a financial advisor who works out of Carpinteria, California with a total of 4 years of industry experience. Mayr is an employee of Planmember Securities Corporation. Over the course of their career, Mayr has held roles at Joshua Mayr, Cs Planning Corp, Planmember Securities Corporation, Wishkah River Distillery and Financial Alternatives. Mayr holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Planmember Securities Corporation is an advisory business that has its headquarters in Carpinteria, CA. The company has offices in 350 locations and a total of 459 advisors. It oversees $8 billion in assets among its 67,968 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Planmember Securities Corporation provides a diverse range of services, including 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 for financial advisory services usually depend on which service is offered. Fees charged by Planmember Securities Corporation can consist of any 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
Joshua Mayr Work History
Joshua has been registered as a financial advisor for 4 years.*
Cs Planning Corp
Joshua Mayr
Planmember Securities Corporation
Planmember Securities Corporation
Financial Alternatives
Wishkah River Distillery
*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 Joshua Mayr 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
Agoura Hills, CA
Carpinteria, CA
Irvington, NY
Carpinteria, CA
Carlsbad, CA
Carpinteria, CA
Carpinteria, 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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