Pamela J. Horack
Professional summary
Pamela Jean Horack, CFP®, who also goes by Pamela Horack, Pam Horack, Pamela J Horack, Pamela J Spahr, is a registered financial advisor currently at PATHFINDER PLANNING LLC located in Lake Wylie, South Carolina.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Pamela has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Jean Horack's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
September 21, 2010 - Present
PATHFINDER PLANNING LLC
August 22, 2002 - April 18, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 26, 1999 - July 25, 2001
HARRISDIRECT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/21/2010)
(10/7/2010)
Exams
Current Firm
PATHFINDER PLANNING LLC
CRD#: 154713 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 29,006,098 |
Red Flags
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