Greyvin
Jovel
Planmember Securities Corporation
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About this Advisor
Greyvin Jovel is a financial advisor operating out of Lake Oswego, Oregon. Jovel is an advisor for Planmember Securities Corporation. The advisor has gained experience at U.S.Bank, U.S. Bancorp Investments, Inc, Axa Advisors LLC, Unempoyed, Equitable Advisors, LLC, Planmember Securities Corporation and United Financial Nw. Jovel holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Planmember Securities Corporation is a registered investment company based out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It controls $8 billion in assets across its 67,968 accounts, placing it among the biggest firms in the nation 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 investors who have greater than $1 million in investable assets. The advisory firm offers a diverse range 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 are based on which services are offered. However, fees billed by Planmember Securities Corporation 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
Greyvin Jovel Work History
Greyvin has been registered as a financial advisor for 0 years.*
Planmember Securities Corporation
United Financial Nw
Axa Advisors LLC
Unempoyed
Equitable Advisors, LLC
U.S.Bank
U.S. Bancorp Investments, Inc
*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 Greyvin Jovel 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
Mililani, HI
Carlsbad, CA
Carpinteria, CA
Irvington, NY
Farmingville, NY
Carpinteria, CA
Horseshoe Bay, TX
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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