Mark Balsamo
Mark Balsamo is a registered investment advisor at Planmember Securities Corporation, based in Jeanette, PA, with 31 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
Jeanette, PA
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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
Mark is a general partner with 50% ownership in Premier Financial Network, where he prepares taxes and sells life insurance, fixed, and variable annuities. This takes nearly full-time, with a significant portion during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Fortune Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Wma Securities, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
North American Management, INC.Broker
Metropolitan Life Insurance CompanyBroker
L.C. Wegard & CO., INC.Broker
State Registrations3 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.