Julie Mae Permutt
Investment adviser representative at Planmember Securities Corporation
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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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
25 years in the industry.
- Planmember Securities CorporationDec 2010 to now
- Calico Family Ventures, LLCJan 2008 to now
- Scarborough AllianceApr 2001 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3106823
- Firm CRD
- 11869