Joseph Avallone (CRD# 1859953) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Intersport | Ne Blaine, MN | Jul 2019 - Current | 4 |
U S Employee Benefits Service Group, LLC | Winter Springs, FL | Jan 2015 - Current | 9 |
Central Florida Soccer Alliance | Oviedo, FL | Feb 2014 - Current | 10 |
Inclusiv; Dba Frs Partners | Winter Park, FL | Aug 2012 - Current | 11 |
Jmd Partners, LLC | Winter Springs, FL | Jan 2009 - Current | 15 |
Us Retirement Partners(usrp) | South Iselin, FL | Dec 2008 - Current | 15 |
Planmember Securities Corporation | Carpinteria, CA | Oct 2007 - Current | 16 |
Fc United Soccer Club | Winter Springs, FL | Jan 2001 - Current | 23 |
Retirement Planning Associate, Inc. | Winter Park, FL | Mar 2000 - Current | 24 |
Central Florida Kraze Soccer Team | Winter Park, FL | Jan 2000 - Current | 24 |
Self Employed Ins Agent | Winter Park, FL | May 1989 - Current | 34 |
1st Man Down, Llc, 2nd Man Down, Llc And 3rd Man Down, LLC | Winter Springs,, FL | Apr 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1993 |
S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- FL
- TX
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Total Assets Under Management8,276MILLIONS
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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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