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Anthony Pavia

Planmember Securities Corporation
36 Years of Experience
San Diego, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Anthony Pavia is a registered investment advisor at Planmember Securities Corporation, based in San Diego, CA, with 36 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11590 West Bernardo Court, Suite 102, San Diego, CA, 92127

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is the owner of Pavia Financial Services, Inc. which provides securities and insurance sales and services, taking about half his time. He also owns a residential rental property, requiring minimal time.

Employment History
Current Registrations
Planmember Securities Corporation
March 2025 - Present · 1 yr 7 mos
Planmember Securities CorporationBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Gwn Securities INC.
April 2010 - March 2025 · 14 yrs 11 mos
Gwn Securities INC.Broker
April 2010 - March 2025 · 14 yrs 11 mos
Esi Financial Advisors
September 2001 - May 2010 · 8 yrs 8 mos
Equity Services, INC.Broker
September 2001 - May 2010 · 8 yrs 8 mos
Mutual Service CorporationBroker
March 1999 - September 2001 · 2 yrs 6 mos
Titan/value Equities Group, INC.Broker
November 1997 - March 1999 · 1 yr 4 mos
Irm Distributors, INC.Broker
September 1997 - November 1997 · 2 mos
Sentra Securities CorporationBroker
July 1995 - September 1997 · 2 yrs 2 mos
John Hancock Distributors, INC.Broker
October 1991 - July 1995 · 3 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1991 - July 1995 · 3 yrs 9 mos
Mutual Benefit Financial Service CompanyBroker
March 1990 - September 1991 · 1 yr 6 mos
State Registrations10 states
CACOFLGAILMTNJNVORTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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