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PL

Pamela K. Linderman

FINANCIAL COACHING PARTNERS
SOMIS, CA
CRD#: 3186167
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PL
Pamela K LindermanFINANCIAL COACHING PARTNERS

Professional summary

Pamela K Linderman is a registered financial advisor currently at FINANCIAL COACHING PARTNERS LLC located in Somis, California.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Pamela has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 51, Series 24 and Series 26 exams.

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 Pamela K Linderman'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

June 12, 2026 - Present

FINANCIAL COACHING PARTNERS LLC

RIA
CRD#: 152306
SOMIS, CA
Past

November 28, 2023 - May 15, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
CULVER CITY, CA
Past

November 28, 2023 - May 15, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
CULVER CITY, CA
Past

September 1, 2023 - December 3, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
CULVER CITY, CA
Past

September 1, 2023 - December 3, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
CULVER CITY, CA
Past

January 30, 2017 - September 1, 2023

OSAIC SERVICES, INC.

RIA
CRD#: 133763
CULVER CITY, CA
Past

October 31, 2005 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
CULVER CITY, CA
Past

June 28, 2002 - July 7, 2005

INDEPENDENT CAPITAL MANAGEMENT

RIA
CRD#: 121354
LOS ANGELES, CA
Past

February 17, 1999 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

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
California
(6/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/13/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/27/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 11/28/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/15/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/29/2008
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 51
Date: 3/27/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/12/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/12/2000
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FC
FINANCIAL COACHING PARTNERS LLC
FINANCIAL COACHING PARTNERS INSURANCE SOLUTIONS, LLC | FINANCIAL COACHING PARTNERS LLC

CRD#: 152306 / SEC#:

California
Registered Investment Advisory firm - (1/29/2010 Approved)
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Contact information

Main Address
Somis, CA
Mailing Address
Phone number
(323) 497-8846
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

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Company Information

FINANCIAL COACHING PARTNERS LLC

CRD#: 152306Somis, CA

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