Juan Novoa
Juan Novoa is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 18 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
Oviedo, FL
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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
Juan works as an independent agent for Bencor dba Benefits Retirement Group, focusing on 401(a) sick and/or vacation pay plans sales & services (full-time). He is also an Independent Retirement Planning Specialist/Agent for U.S. Retirement Partners, focusing on retirement planning & insurance sales & services, using a DBA name only. Juan is also a board member for Fellowship of Christian Athletes and Board President for Florida Hemophilia Association, dedicating minimal time to each.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations11 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.