Rene Rocamora
Rene Rocamora is a registered investment advisor at Planmember Securities Corporation, based in Campbell, CA, with 23 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
901 Campisi Way, Suite 240, Campbell, CA, 95008
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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
Rene is the CEO/President of Employee Benefits Services Group, selling various insurance products, dedicating about a quarter of their time. Rene also holds leadership positions in Employee Benefits Services & Advisors, Inc., Philip & Pines, U.S. Retirement Partners Inc., and Alta Montclair Corporation, spending minimal time on the latter two.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.Broker
Great American Advisors, INC.Broker
State Registrations12 states
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