Joseph Avallone, financial advisor Oviedo FL
93 score

Joseph Avallone

CRD Number: 1859953
Current Firm: Planmember Securities Corporation

Joseph Avallone (CRD# 1859953) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
U S Employee Benefits Service Group, LLC Winter Springs, FL Jan 2015 - Current 1
Central Florida Soccer Alliance Oviedo, FL Feb 2014 - Current 2
Inclusiv; Dba Frs Partners Winter Park, FL Aug 2012 - Current 4
1st Man Down, Llc, 2nd Man Down, Llc And 3rd Man Down, LLC Winter Springs,, FL Apr 2012 - Current 4
Jmd Partners, LLC Winter Springs, FL Jan 2009 - Current 7
Us Retirement Partners(usrp) South Iselin, FL Dec 2008 - Current 8
Planmember Securities Corporation Carpinteria, CA Oct 2007 - Current 9
Fc United Soccer Club Winter Springs, FL Jan 2001 - Current 15
Retirement Planning Associate, Inc. Winter Park, FL Mar 2000 - Current 16
Central Florida Kraze Soccer Team Winter Park, FL Jan 2000 - Current 16
Self Employed Ins Agent Winter Park, FL May 1989 - Current 27
Ing Financial Advisers, LLC Winter Springs, FL Jun 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Joseph Avallone
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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