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Pamela M. Bromley

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CRD#: 1119931
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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 Marie Bromley, who also goes by Pamela Marie Beal, Pamela M Bromley, Pamela Marie Bromley-brown, Pamela Marie Brown, Pamela Bulpitt, Pamela Marie Lecky, Pamela Lecky, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1983. Pamela had worked at 22 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pamela Marie Beal | Pamela M Bromley | Pamela Marie Bromley-Brown | Pamela Marie Brown | Pamela Bulpitt | Pamela Marie Lecky | Pamela Lecky

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

June 14, 2011 - May 8, 2012

LAUREL WEALTH ADVISORS, INC.

RIA
CRD#: 157139
LAGUNA WOODS, CA
Past

October 8, 2008 - July 2, 2009

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
ORANGE, CA
Past

April 11, 2006 - October 29, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
IRVINE, CA
Past

April 11, 2006 - October 29, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
IRVINE, CA
Past

October 20, 2005 - March 30, 2006

GREAT NORTHERN FINANCIAL SECURITIES, INC.

BD
CRD#: 113054
SPOKANE VALLEY, WA
Past

June 9, 2005 - October 21, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEWPORT BEACH, CA
Past

June 9, 2005 - October 21, 2005

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 6, 2005 - June 6, 2005

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
SANTA ANA, CA
Past

January 6, 2005 - June 6, 2005

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

May 27, 2004 - December 17, 2004

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

March 31, 2003 - April 14, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 31, 2003 - April 14, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

August 15, 2001 - October 28, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

October 3, 1991 - July 10, 2001

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

October 29, 1990 - October 30, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

October 29, 1990 - October 30, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

September 7, 1989 - June 27, 1990

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

June 16, 1989 - July 29, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 19, 1987 - April 5, 1988

AGFC INVESTMENT SECURITIES

BD
CRD#: 19869
Past

March 6, 1987 - November 11, 1987

GFC SECURITIES CORPORATION

BD
CRD#: 10665
Past

February 3, 1986 - February 27, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

October 24, 1985 - February 24, 1986

MUNICICORP OF CALIFORNIA

BD
CRD#: 7184
Past

September 12, 1985 - September 26, 1985

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
Past

February 19, 1985 - June 24, 1985

TRAFALGAR SECURITIES CORP.

BD
CRD#: 15920
Past

August 9, 1983 - May 14, 1984

MILLBROOK INVESTOR SECURITIES, INC.

BD
CRD#: 10581
Past

June 19, 1983 - November 10, 1983

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256

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


State Security Law Exam
RR
IAR
Series 66
Date: 4/27/2005
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LW
LAUREL WEALTH ADVISORS, INC.
ABUNDANT WEALTH STRATEGIES | WEALTHCHOICE LLC | WEALTH PRESERVATION, LLC | VON BERGE WEALTH MANAGEMENT GROUP | SAGEPATH SOLUTIONS | PEARSON WEALTH MANAGEMENT | PEARSON ADVISORY SERVICES, LLC FURTHER DBA PEARSON WEALTH MANAGEMENT | LHA CAPITAL PARTNERS | LAUREL WEALTH ADVISORS, INC. | LAUREL WEALTH ADVISORS | JMMES ADVISORS | JACKEY/ROBINSON GROUP | FINANCIAL SERVICE TRENDS, INC. | EUDAIMON WEALTH MANAGEMENT | DOUGLAS & NEVA BRADLEY | CORE INVESTMENT MANAGEMENT | CAPITAL STEWARDSHIP GROUP | BUCHANAN WEALTH ADVISORY | BLACKSLATE FINANCIAL

CRD#: 157139 / SEC#: 801-72334

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Contact information


Main Address
990 Highland Drive Suite 205, Solana Beach, CA 92075
Mailing Address
Phone number
(858) 459-1101
Established
Firm type
Fiscal year end
# of Employees
40

Documents


Latest Form ADV

Part 2 Brochures

LAUREL WEALTH WRAP FEE PROGRAM BROCHURE (3/30/2022)

Regulatory assets under management


Total Number of Accounts5,198
AUM (Assets Under Management)$ 2,383,239,170

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


LAUREL WEALTH ADVISORS, INC.

CRD#: 157139

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