Joseph Avallone, financial advisor Oviedo FL

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 30 years of experience in the finance industry.

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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
Contact Info for Joseph Avallone
Phone Number: 805-684-1199
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
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, WY

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