Anthony Pavia
Anthony Pavia is a registered investment advisor at Planmember Securities Corporation, based in San Diego, CA, with 35 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
11590 West Bernardo Court, Suite 102, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2010Other 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
Planmember Securities CorporationBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Irm Distributors, INC.Broker
Sentra Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations8 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.