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Anthony Lafranca

25 Years of Experience
Irvington, NY
Broker

Anthony Lafranca is a registered investment advisor at Planmember Securities Corporation, based in Irvington, NY, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Bridge Street, Suite 70, Irvington, NY, 10533

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Planmember Securities Corporation
July 2021 - Present · 4 yrs 10 mos
Planmember Securities CorporationBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Scarborough Securities CorporationBroker
June 2007 - January 2011 · 3 yrs 7 mos
Ifmg Securities, INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
Charles Schwab & CO., INC.
July 2005 - November 2005 · 4 mos
Charles Schwab & CO., INC.Broker
March 2004 - November 2005 · 1 yr 8 mos
Wall Street AccessBroker
September 2000 - March 2004 · 3 yrs 6 mos
State Registrations51 states
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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.