Rene Rocamora (CRD# 4430295) is an Investment Advisor Representative working at Planmember Securities Corporation in Campbell, CA and has over 22 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alta Montclair Corporation | Los Gatos, CA | Jan 2015 - Current | 9 |
| Planmember Securities Corporation | Carpinteria, CA | Aug 2011 - Current | 12 |
| U.s. Retirement Partners Inc.(usrp) | South Iselin, NJ | Aug 2011 - Current | 12 |
| Employee Benefits Services & Advisors Inc. | Campbell, CA | Aug 2008 - Current | 15 |
| Employee Benefits Services Group | Campbell, CA | Mar 1998 - Current | 26 |
| Philip & Pines | Campbell, CA | Jan 1991 - Current | 33 |
| Applied Isotope Technologies Inc. Dba Ait Inc. | Pittsburgh, PA | Jan 2004 - Jan 2015 | 11 |
| Pillarton Corporation | San Jose, CA | Jan 2001 - Dec 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
- CA
-
Total Assets Under Management8,276MILLIONS
-
Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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