TC
TC

Timothy Camarillo

6 Years of Experience
Carpinteria, CA
5 DisclosuresMay Earn CommissionSells Insurance

Timothy Camarillo is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 6 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

6187 Carpinteria Avenue, Carpinteria, CA, 93013

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2026
Regulatory
April 2013
Final
Regulatory
March 2011
Final
Criminal
March 1997
Final Disposition
Criminal
May 1995
Final Disposition
Other Business ActivitiesSells Insurance

Timothy works full-time as an Office Manager/Financial Advisor at Elite Plus Financial, where he sells life insurance, annuities, and securities. He also works full-time as an insurance agent selling life and annuity products.

Employment History
Current Registrations
Planmember Securities Corporation
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Planmember Securities CorporationBroker
June 2007 - March 2009 · 1 yr 9 mos
State Registrations1 state
TX
Advisor

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.
Timothy Camarillo - Financial Advisor | TrueAdvisor