Pamela D. Plick
Professional summary
Pamela Denise Plick, CFP®, who also goes by Pamela Denise Reynolds, is a registered financial advisor currently at PAMELA PLICK WEALTH MANAGEMENT LLC located in Palm Desert, California.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Pamela has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Denise Plick's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
January 20, 2017 - Present
PAMELA PLICK WEALTH MANAGEMENT LLC
Office #1: 44489 Town Center Way Suite D #472, Palm Desert, CA 92260November 14, 2011 - December 31, 2016
PAMELA PLICK WEALTH MANAGEMENT LLC
December 13, 2007 - August 3, 2011
EDWARD JONES
September 26, 2007 - August 3, 2011
EDWARD JONES
July 17, 2003 - September 27, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 12, 1999 - December 31, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 23, 1996 - July 12, 1999
BA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/20/2017)
Exams
Current Firm
PAMELA PLICK WEALTH MANAGEMENT LLC
CRD#: 159126 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 165,895 |
Red Flags
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Company Information
PAMELA PLICK WEALTH MANAGEMENT LLC
CRD#: 159126Palm Desert, CA 92260TRUST BUT VERIFY
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