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Pamela A. Pagliai

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CRD#: 1395364
PP

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 Ann Pagliai, who also goes by Pamela Ann Hillsberry, Pamela Ann Hindman, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1986. Pamela had worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pamela Ann Hillsberry | Pamela Ann Hindman

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

January 3, 2013 - November 7, 2017

PHILLIPS CAPITAL

BD
CRD#: 3603
DENVER, CO
Past

December 20, 2011 - October 5, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
DENVER, CO
Past

December 6, 2011 - October 5, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
DENVER, CO
Past

June 22, 2009 - June 20, 2011

FORTA FINANCIAL GROUP, INC.

BD
CRD#: 28784
GREENWOOD VILLAGE, CO
Past

April 27, 2007 - November 4, 2008

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
DENVER, CO
Past

June 24, 2005 - October 30, 2006

TCADVISORS NETWORK INC.

BD
CRD#: 35794
CENTENNIAL, CO
Past

February 21, 2002 - December 31, 2003

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

September 29, 2000 - October 19, 2001

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

March 3, 1999 - October 26, 2000

D.E. FREY & COMPANY, INC.

BD
CRD#: 23595
DENVER, CO
Past

March 20, 1997 - April 6, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 15, 1995 - April 30, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 26, 1988 - February 28, 1989

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
Past

July 15, 1988 - September 27, 1988

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

March 19, 1986 - June 22, 1988

BOETTCHER & COMPANY, INC.

BD
CRD#: 101

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
Series 63
Date: 3/31/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PC
PHILLIPS CAPITAL
C.L. PHILLIPS & ASSOCIATES, INC. | PHILLIPS CAPITAL | PHILLIPS & VANN INCORPORATED | PHILLIPS & TOBER, INC. | PHILLIPS & ENTER INCORPORATED

CRD#: 3603 / SEC#: , 8-9312

BD
Terminated by SEC on 11/07/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 10/07/1960
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PHILLIPS, CHRISTOPHER LYLEPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER362489
WILSON, CYNTHIA SUESECRETARY3047076

Disclosures


Regulatory Event3
Civil Event1

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


PHILLIPS CAPITAL

CRD#: 3603

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