Antonio
Betancourt
Planmember Securities Corporation
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About this Advisor
Antonio Betancourt is a certified financial planner working in Tyler, Texas with 1 year of industry experience. Betancourt is currently employed by Planmember Securities Corporation. Throughout their career, Betancourt has worked at Sears, Little Cesars, Tyler Candle Company, Cash America, Purshe Kaplan Sterling Investments - Ap, 49 Financial, Planmember Securities Corporation, Financial U and Antonio Betancourt (Self Employed). Betancourt maintains a Series 63 license, qualifying them as a securities representative, and is registered to operate in Texas. Planmember Securities Corporation is a registered investment firm headquartered in Carpinteria, CA. The company has offices in 350 locations and a total of 459 employees. It has $8 billion in assets under management across its 67,968 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Planmember Securities Corporation provides a wide array 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 depend on which services the firm provides the client. However, fees charged by Planmember Securities Corporation likely include some combination 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
Antonio Betancourt Work History
Antonio has been registered as a financial advisor for 1 years.*
Planmember Securities Corporation
Financial U
Antonio Betancourt (Self Employed)
Purshe Kaplan Sterling Investments - Ap
Financial U
49 Financial
Cash America
Tyler Candle Company
Sears
Little Cesars
*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 Antonio Betancourt 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
Carlsbad, CA
Carpinteria, CA
Carpinteria, CA
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Los Angeles, CA
Farmingville, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
