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WS

Wanda P. Sears

WANDA KILMAN PITTMAN
ROANOKE, VA 24018
Some features on this profile are disabled
CRD#: 2214419
WS

Professional summary

Wanda Pittman Sears is a registered financial advisor currently at WANDA KILMAN PITTMAN located in Roanoke, Virginia.

Wanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Wanda has worked at 4 firms and has passed the Series 66, Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Wanda Pittman Sears's CRS (Customer Relationship Summary).

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

Current

September 11, 2008 - Present

WANDA KILMAN PITTMAN

Office #1: 3536 Brambleton Ave. Ste. 1b, Roanoke, VA 24018
RIA
CRD#: 147698
ROANOKE, VA
Past

April 9, 2002 - November 16, 2006

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROANOKE, VA
Past

May 28, 1992 - April 24, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 28, 1992 - April 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 15, 1992 - April 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ROANOKE, VA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(9/11/2008)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/28/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/2/1992
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/27/1992
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/1992
General Securities Representative Examination

Current Firm

WK
WANDA KILMAN PITTMAN
SEARS, WANDA P. | WANDA KILMAN PITTMAN

CRD#: 147698 / SEC#:

Virginia
Registered Investment Advisory firm - (9/11/2008 Approved)
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Contact information

Main Address
3536 Brambleton Ave Suite 1b, Roanoke, VA 24018
Mailing Address
Phone number
(540) 767-9050
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts203
AUM (Assets Under Management)$ 30,607,096

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

WANDA KILMAN PITTMAN

CRD#: 147698Roanoke, VA 24018

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