Joseph
Avallone
Planmember Securities Corporation
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About this Advisor
Joseph Avallone is a financial advisor operating in Oviedo, Florida who has 16 years of relevant experience. Avallone is an advisor for Planmember Securities Corporation. Their career trajectory has included roles at Retirement Planning Associate, Inc, Self Employed Ins Agent, Central Florida Kraze Soccer Team, Fc United Soccer Club, Planmember Securities Corporation, Us Retirement Partners(Usrp), 1St Man Down, LLC, 2Nd Man Down, LLC And 3Rd Man Down, LLC, Inclusiv; Dba Frs Partners, Central Florida Soccer Alliance, Jmd Partners, LLC, U S Employee Benefits Service Group, LLC and Intersport. Avallone maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Planmember Securities Corporation is a registered investment company headquartered in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It oversees $8 billion in assets under management across its 67,968 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers a number 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. Financial management fees usually are based on which services the firm provides the client. Fees charged by Planmember Securities Corporation most likely are comprised 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
Joseph Avallone Work History
Joseph has been registered as a financial advisor for 16 years.*
Intersport
U S Employee Benefits Service Group, LLC
Central Florida Soccer Alliance
Inclusiv; Dba Frs Partners
Jmd Partners, LLC
Us Retirement Partners(Usrp)
Planmember Securities Corporation
Fc United Soccer Club
Retirement Planning Associate, Inc
Central Florida Kraze Soccer Team
Self Employed Ins Agent
1St Man Down, LLC, 2Nd Man Down, LLC And 3Rd Man Down, LLC
*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 Avallone 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
Carpinteria, CA
Carlsbad, CA
Carpinteria, CA
Irvington, NY
Los Angeles, CA
Carpinteria, CA
Farmingville, NY
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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