Joseph Hill
Joseph Hill is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 40 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
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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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
Joseph is the owner/president of Financial Educational Systems, a financial and insurance sales company, and a partner at US Retirement Partners, an insurance and retirement planning sales company. He also works as an agent selling insurance and annuities and dedicates minimal time to enrollments into medical trust health reimbursement arrangements and land development.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Great American Advisors, INC.
Great American Advisors, INC.Broker
W.H. Stuart Investment Advisory Corporation
Stuart Securities CORP.Broker
Pmg Asset Management INC
Pmg Securities CorporationBroker
Washington Square Securities, INC.Broker
Conseco Financial Services, INC.Broker
Conseco Financial Services, INC.Broker
Brecek & Young Advisors, INC.Broker
Aragon Financial Services, INC.Broker
Southmark Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations7 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.