Antonio L. Betancourt
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Antonio L. Betancourt is an investment adviser representative with Planmember Securities Corporation in Tyler, TX, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with Purshe Kaplan Sterling Investments. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
4 states and territories
Arkansas, Florida, Louisiana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedSep 2016 – Apr 2017Tyler, TX
- Tyler Candle CompanyMay 2017 – Aug 2017Tyler, TX
- UnemployedSep 2017 – Apr 2018Tyler, TX
- Cash AmericaMay 2018 – Aug 2018Tyler, TX
- UnemployedSep 2018 – Oct 2019Tyler, TX
- Purshe Kaplan Sterling Investments - APFeb 2020 – Apr 2020Albany, NY
- 49 FinancialOct 2019 – Mar 2020Austin, TX
- PlanMember Securities CorporationJun 2022 – no end date reportedCarpinteria, CA
- Financial UMay 2020 – Jun 2022Tyler, TX
- Financial UJun 2022 – Aug 2023Tyler, TX
- Antonio Betancourt (self employed)Mar 2020 – no end date reportedTyler, TX
- Gentry Financial GroupJun 2020 – no end date reportedTyler, TX
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Planmember Securities Corporation
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Antonio L. Betancourt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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