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PK

Pamela E. Kohn

INVESTORS BROKERAGE OF TEXAS, LTD.
Waco, TX 76701
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CRD#: 6074656
PK

Professional summary


Pamela Eyonka Kohn is a registered financial professional currently at INVESTORS BROKERAGE OF TEXAS, LTD. located in Waco, Texas.

Pamela is registered as a RR (Registered Representative) and started their career in finance in 2013. Pamela has worked at 1 firm and has passed the Series 63 and Series 11 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Pamela Eyonka Kohn'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 10, 2013 - Present

INVESTORS BROKERAGE OF TEXAS, LTD.

Office #1: 225 South 5th St., Waco, TX 76701
RIA
BD
CRD#: 13037
Waco, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(6/12/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 9/14/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 11
Date: 5/13/2013
Assistant Representative-Order Processing Qualification Exam
SRO Registrations
RR
FINRA

Current Firm


IB
INVESTORS BROKERAGE OF TEXAS, LTD.
INVESTORS BROKERAGE OF TEXAS, INC. | STEWART/BELF SECURITIES, INC. | REALTORS CONSULTANTS, INC. | INVESTORS BROKERAGE OF TEXAS, LTD.

CRD#: 13037 / SEC#: , 8-28644

Texas
Registered Investment Advisory firm - SEC (1/20/2010 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
225 South 5th St., Waco, TX 76701
Mailing Address
225 South 5th St., Waco, TX 76701
Phone number
(254) 759-3702
Established
Texas since 12/01/2000
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
8

FINRA licenses (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
INSURORS.COM, INC.LIMITED PARTNER
BROOKS, JOSEPH KEVINCHIEF FINANCIAL OPERATIONS OFFICER2114242
INSURORS GENERAL PARTNER, LLCGENERAL PARTNER
KOHN, TIMOTHY RANDALLMANAGING PRINCIPAL/SROP/CROP/CCO1113921

Regulatory assets under management


Total Number of Accounts18
AUM (Assets Under Management)$ 88,879,830

Disclosures


Regulatory Event3

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


INVESTORS BROKERAGE OF TEXAS, LTD.

CRD#: 13037Waco, TX 76701

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