Abraham Galvez
Abraham Galvez is a registered investment advisor at Planmember Securities Corporation, based in Agoura Hills, CA, with 2 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
28720 Roadside Drive, Suite 315, Agoura Hills, CA, 91301
Get directionsHistory
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
Abraham works as a financial advisor at Legacy Financial Group, focusing on insurance and securities sales and services, dedicating nearly full-time hours to this role. He also co-owns NewHorizonsDMS, LLC, providing digital marketing and accounting services, and works as a website developer, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations1 state
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