Martha Patricia Lobo castro
Investment adviser representative at Planmember Securities Corporation
12 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
12 years in the industry.
- BencorJul 2021 to now
- Cypress Bay PtsaJul 2021 to now
- Dp ManagementJul 2021 to now
- Planmember Securities CorporationJul 2021 to now
- Retirement Planning Associates (rpa)Jul 2021 to now
- UsrpJul 2021 to now
- Grupo Zeta LLCOct 2017 to now
- Pruco Securities, LLCSep 2020 to Jul 2021
- The Prudential Insurance Company of AmericaSep 2020 to Jul 2021
- Nylife Securities LLCApr 2019 to Sep 2020
- New York Life Insurance CoFeb 2019 to Sep 2020
- HomemakerAug 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4483016
- Firm CRD
- 11869