Joseph Murray
Joseph Murray is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 38 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
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 1997, dedicating about a quarter of his time to this. He also distributes carports and metal buildings, manages rental properties, and is an agent/owner of Northwest Advisor Group LLC, which provides financial and insurance sales and services, and financial benefits counseling, taking up more than full-time hours.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Symetra Investment Services, INC.Broker
Symetra Investment Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
Foresters Equity Services, INC.Broker
State Registrations6 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.