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Pamela L. Morris

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CRD#: 1059179
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pamela Lucas Morris, who also goes by Pamela Sharon Lucas, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1982. Pamela had worked at 2 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pamela Sharon Lucas

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 1988 - April 30, 2001

REGIONS INVESTMENT COMPANY, INC.

BD
CRD#: 17618
BIRMINGHAM, AL
Past

August 10, 1982 - June 22, 1988

HAND INVESTMENT COMPANY, INC.

BD
CRD#: 7971

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 10/27/1980
Financial and Operations Principal Examination

Current Firm


RI
REGIONS INVESTMENT COMPANY, INC.
REGIONS INVESTMENT COMPANY, INC.

CRD#: 17618 / SEC#: , 8-35371

BD
Terminated by SEC on 07/07/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Alabama since 12/27/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
REGIONS BANKPARENT CORPORATION

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REGIONS INVESTMENT COMPANY, INC.

CRD#: 17618

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