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Pamela B. Carico

SHERMAN & COMPANY LLC
CHARLOTTE, NC 28210
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CRD#: 5864266
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Professional summary


Pamela Bedwell Carico, who also goes by Pam Carico, Pamela Carico, is a registered financial professional currently at SHERMAN & COMPANY LLC located in Charlotte, North Carolina.

Pamela is registered as a RR (Registered Representative) and started their career in finance in 2011. Pamela has worked at 1 firm and has passed the SIE, Series 99TO and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pam Carico | Pamela Carico

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) - BD


Click below to view Pamela Bedwell Carico's CRS (Customer Relationship Summary).
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 14, 2011 - Present

SHERMAN & COMPANY LLC

Office #1: 6302 Fairview Road Suite 309, Charlotte, NC 28210
BD
CRD#: 155575
CHARLOTTE, NC

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 28
Date: 2/23/2011
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


S&
SHERMAN & COMPANY LLC
SHERMAN & COMPANY LLC

CRD#: 155575 / SEC#: , 8-68725

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
6302 Fairview Road Suite 309, Charlotte, NC 28210
Mailing Address
6302 Fairview Road Suite 309, Charlotte, NC 28210
Phone number
(646) 321-3750
Established
North Carolina since 09/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHERMAN & COMPANY HOLDINGS, LLCOWNER
CARICO, PAMELA BEDWELLFINOP, PFO, POO5864266
SHERMAN, FREDERICK LAUGHTONCEO / CCO / PRESIDENT2357207

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


SHERMAN & COMPANY LLC

CRD#: 155575Charlotte, NC 28210

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