Kelly Demmo
Kelly Demmo is a registered investment advisor at Planmember Securities Corporation, based in Lakeland, FL, with 19 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
206 Easton Dr. - Easton Professional Suites, Lakeland, FL, 33803
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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
Kelly is a representative for a fixed annuity business and Bencor Inc., dedicating full-time and about 10-20% of their time respectively. Kelly also receives insurance commissions and handles payroll taxes for Demmo, Tharp & Associates, LLC, taking nearly full-time, and is an agent for US Employees Benefits Service Group, LLC and US Retirement Partners, though dedicating no time to these roles. Kelly also works as an instructor for SOFA, teaching general financial information a few hours per week.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLCBroker
State Registrations4 states
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