Joseph Dewar Mcgoldrick
Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Planmember Securities CorporationAug 2016 to now
- Joseph D. Mcgoldrick dba Financial Insurance ServicesMay 2016 to now
- Joseph D. Goldrick dba La Jolla Real Estate LLCMay 2016 to Mar 2024
- La Jolla Real Estate LLCSep 2015 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2246099
- Firm CRD
- 11869