Abraham Galvez (CRD# 7837909) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4851789
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Financial Group | Agoura Hills, CA | Dec 2023 - Current | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Dec 2023 - Current | < 1 |
| Newhorizonsdms,llc | Sheridan, WY | Aug 2023 - Current | < 1 |
| Mt. San Antonio College | Walnut, CA | Mar 2023 - Aug 2023 | < 1 |
| Olive Garden Restaurant | Riverside, CA | Jun 2021 - Mar 2023 | 1 |
| Lowe's Home Improvement Center | Riverside, CA | Oct 2020 - Apr 2021 | < 1 |
| In-n-out Burger | City Of Industry, CA | Feb 2018 - Aug 2020 | 2 |
| Mt. San Antonio College | Walnut, CA | Aug 2017 - Feb 2018 | < 1 |
| John W. North High School | Riverside, CA | Aug 2014 - May 2017 | 2 |
| Patriot High School | Jurupa Valley, CA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2024 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
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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