Joseph Avallone
Joseph Avallone is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 32 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
Oviedo, FL
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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 Planning Associates Inc., involved in retirement planning, insurance sales, and securities since 1990, taking nearly full-time. He is also involved with Bencor Inc. providing tax qualified retirement plans and fixed insurance products, also taking nearly full-time, and Inclusiv, selling fixed, fixed indexed and variable annuities, long term care and life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Garco Equity Sales, INC.Broker
State Registrations14 states
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