Pamela Joy Barber
Professional Summary
Pamela Joy Barber, who also goes by Pamela Joy Beal, is a registered financial advisor currently at P & M CORPORATE FINANCE, LLC located in Southfield, Michigan and PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan. Pamela is registered as a RR (Registered Representative) and started their career in finance in 2008. Pamela has worked at 2 firms and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pamela Joy Beal
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
PLANTE MORAN INSURANCE AGENCY | PLANTE MORAN INSURANCE AGENCY SERVICES, LLC
Contact Information
Main Address
3000 Town Center Suite 100, Southfield, MI 48075Mailing Address
Po Box 307, Southfield, MI 48037-0307Phone Number
(248) 223-3312Established
Michigan since 11/22/2002Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| P&M HOLDING GROUP, LLP | OWNER | — |
| BARBER, PAMELA JOY | CHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5489840 |
| BUCHALSKI, NATHAN SCOTT | BOARD MEMBER | 8131190 |
| DOYLE, DAVID TIMOTHY | CHIEF COMPLIANCE OFFICER | 2552281 |
| GIBSON, STEVEN JAMES | PRESIDENT, PRINCIPAL | 4022300 |
| JINSKY, DAWN REBECCA | DIRECTOR | 5594612 |
| LESSER, JOHN JAMES | BOARD MEMBER | 4454195 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Pamela Joy Barber's CRS (Customer Relationship Summary).
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