Abraham P. Galvez

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → Present
  Newhorizonsdms,Llc
  Sheridan, WY
• 12/2023 → Present
  Legacy Financial Group
  Agoura Hills, CA
• 12/2023 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 03/2023 → 08/2023
  Mt. San Antonio College
  Walnut, CA
• 06/2021 → 03/2023
  Olive Garden Restaurant
  Riverside, CA
• 10/2020 → 04/2021
  Lowe's Home Improvement Center
  Riverside, CA
• 02/2018 → 08/2020
  In-N-Out Burger
  City Of Industry, CA
• 08/2017 → 02/2018
  Mt. San Antonio College
  Walnut, CA
• 08/2014 → 05/2017
  John W. North High School
  Riverside, CA

Other Businesses

1) Legacy Financial Group-28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301; Start date 12/2023; Financial Advisor; Insurance and securities sales & svcs; 120 hrs/mnth; 120 hrs/mnth during trading; IR 2) NewHorizonsDMS, LLC-30 N. Gould St., Ste. 12780, Sheridian, WY 82801; Noninvestment related; Digital Marketing & accounting; Co-owner/Accountant; Website Developer; Start date 8/2023; 10 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-23
• S63 Uniform Securities Agent State Law Examination
  2024-01-24

Other Names

• Abraham Peter Galvez
• Abraham Peter Valenzuela