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Adviser and broker representative · Planmember Securities Corporation

Luis J. Fondevila

CRD 1258014 · Los Angeles, CA

At a glance

Luis J. Fondevila is an investment adviser representative with Planmember Securities Corporation in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Luis’s SEC record dates to 2001, about 25 years ago. Luis is also registered as a broker representative.

Current advisory firms

  • Planmember Securities CorporationSince July 2001Los Angeles, CA · $10B in regulatory assets
  • Surety Investment ServicesSince December 2018Los Angeles, CA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2001 (25 years)
Designations
None on file
Exams
Series 63
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Luis’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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