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Martha B
Series 63, Series 66
Spanaway, WA
Planmember Securities Corporation
Martha Brown is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Planmember Securities since 2014 and operates a pharmacy discount program through Integrity RX/Dollarwise RX.com. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.
Joseph M
Series 63, Series 65
Spanaway, WA
Planmember Securities Corporation
Joseph Murray is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Planmember and Northwest Advisor Group LLC since 2013. Outside of his advisory work, he operates a business distributing metal buildings and functions as an independent insurance agent. Planmember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on strategic asset allocation and manages risk-based mutual fund portfolios with a process that includes economic analysis, portfolio development, and periodic rebalancing.
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