Antonio L. Betancourt
Investment adviser representative at Planmember Securities Corporation
10 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
10 years in the industry.
- Planmember Securities CorporationJun 2022 to now
- Gentry Financial GroupJun 2020 to now
- Antonio Betancourt (self Employed)Mar 2020 to now
- Financial UMay 2020 to Aug 2023
- Purshe Kaplan Sterling Investments - ApFeb 2020 to Apr 2020
- 49 FinancialOct 2019 to Mar 2020
- UnemployedSep 2018 to Oct 2019
- Cash AmericaMay 2018 to Aug 2018
- UnemployedSep 2017 to Apr 2018
- Tyler Candle CompanyMay 2017 to Aug 2017
- UnemployedSep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7228714
- Firm CRD
- 11869