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Pamela E. Nelsen

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CRD#: 1713146
PN

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 Elsie Nelsen was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1987. Pamela had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

April 25, 2013 - December 16, 2024

BUCKINGHAM CAPITAL MANAGEMENT, INC.

RIA
CRD#: 117984
DAYTON, OH
Past

January 3, 2012 - January 3, 2012

TRIAD ADVISORS LLC

RIA
CRD#: 25803
CENTERVILLE, OH
Past

January 3, 2012 - April 10, 2013

TRIAD ADVISORS LLC

BD
CRD#: 25803
CENTERVILLE, OH
Past

June 3, 2010 - December 31, 2011

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
DAYTON, OH
Past

February 29, 2008 - December 31, 2011

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
DAYTON, OH
Past

August 19, 2004 - September 2, 2004

NRP FINANCIAL, INC.

RIA
CRD#: 103717
CENTERVILLE, OH
Past

August 19, 2004 - March 3, 2008

NRP FINANCIAL, INC.

BD
CRD#: 103717
CENTERVILLE, OH
Past

September 26, 2003 - August 19, 2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
CENTERVILLE, OH
Past

March 31, 2003 - August 19, 2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

December 6, 2002 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

April 19, 2002 - November 20, 2002

NRP FINANCIAL, INC.

BD
CRD#: 103717
BRYAN, OH
Past

December 4, 1998 - April 23, 2002

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

September 24, 1987 - January 9, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
IAR
Series 65
Date: 6/7/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BC
BUCKINGHAM CAPITAL MANAGEMENT, INC.
BUCKINGHAM ADVISORS | WHETRO FINANCIAL | BUCKNGHAM CAPITAL MANAGEMENT, INC. | BUCKINGHAM CAPITAL MANAGEMENT, INC.

CRD#: 117984 / SEC#: 801-61296

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Contact information


Main Address
6856 Loop Road, Dayton, OH 45459
Mailing Address
Phone number
(937) 435-2742
Established
Firm type
Fiscal year end
# of Employees
14

Documents


Latest Form ADV

Part 2 Brochures

2024 BUCKINGHAM CAPITAL MANAGEMENT BROCHURE (3/26/2024)

Regulatory assets under management


Total Number of Accounts3,190
AUM (Assets Under Management)$ 910,992,747

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


BUCKINGHAM CAPITAL MANAGEMENT, INC.

CRD#: 117984

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