Pamela S. Blair
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 Susan Blair was a registered financial professional .
Pamela is a previously registered financial professional and started their career in finance in 1989. Pamela had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 12, 2015 - April 9, 2025
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
April 27, 2005 - May 26, 2015
DIVERSIFIED PLANNING CONCEPTS, INC.
February 1, 1991 - February 4, 2009
OAK TREE SECURITIES, INC.
June 12, 1990 - December 31, 1990
E.F. DALY FINANCIAL GROUP
November 22, 1989 - June 22, 1990
INTERFIRST CAPITAL CORPORATION
Primary Firm SEC Registration
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD#: 120267 / SEC#: 801-61096
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD#: 120267 / SEC#: 801-61096
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 462 |
| AUM (Assets Under Management) | $ 253,613,784 |
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.
