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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, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been involved with Northwest Advisor Group LLC and Planmember Securities Corporation since 2013. Outside of finance, he operates a metal building distribution business. PlanMember 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’s investment approach centers on a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.
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