Greyvin Jovel
Greyvin Jovel is a registered investment advisor at Planmember Securities Corporation, based in Lake Oswego, OR, with 15 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
16577 Boones Ferry Rd., Ste 200, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other Business ActivitiesSells Insurance
Greyvin works as a Financial Professional at United Financial NW, providing investment services, securities, and insurance sales and services since May 2022. This activity takes nearly all of Greyvin's time and occurs during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Equitable Advisors, LLCBroker
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations3 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.