Joseph Chalom
Joseph Chalom is a registered investment advisor at Planmember Securities Corporation, based in Austin, TX, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is the president of Retirement Council, Inc., offering financial and insurance sales, tax preparation, and legal services, dedicating nearly full-time hours to this role. He also holds leadership positions in NAIFA-Broward, White Glove Workshops, Coral Springs Community Emergency Response Team, and NAIFA Florida Education Foundation Inc., requiring varying levels of time commitment.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
Forth Financial Securities, CorporationBroker
Anchor National Financial Services, INC.Broker
The Great-West Life Assurance CompanyBroker
Benefitscorp Equities, INC.Broker
Security First Financial, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.