Joseph Avallone
Investment adviser representative at Planmember Securities Corporation
37 yearsExperience
2 statesRegistered in
$10.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- IntersportJul 2019 to now
- U S Employee Benefits Service Group, LLCJan 2015 to now
- Central Florida Soccer AllianceFeb 2014 to now
- Inclusiv; dba Frs PartnersAug 2012 to now
- Jmd Partners, LLCJan 2009 to now
- US Retirement Partners(usrp)Dec 2008 to now
- Planmember Securities CorporationOct 2007 to now
- Fc United Soccer ClubJan 2001 to now
- Retirement Planning Associate, IncMar 2000 to now
- Central Florida Kraze Soccer TeamJan 2000 to now
- Self Employed Ins AgentMay 1989 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1859953
- Firm CRD
- 11869