Salleh Beitollahi
Investment adviser representative at Planmember Securities Corporation
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Legacy Financial GroupJan 2020 to now
- Planmember Securities CorporationJan 2020 to now
- Calmont Insurance ServicesJun 2019 to now
- Calmont Real Estate ServicesFeb 2019 to now
- Calmont Capital Inc.Apr 2016 to now
- Hostetter Financial GroupMar 2019 to Jan 2020
- Riversly Property ManagementFeb 2019 to Nov 2020
- Keller WilliamsAug 2017 to Mar 2019
- Marcus and MillichapJan 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7215968
- Firm CRD
- 11869