Pamela More (CRD# 1331617) is an Investment Advisor Representative working at Six Sigma Wealth Advisors, LLC in Scottsdale, AZ and has over 39 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Six Sigma Wealth Advisors, LLC | Scottsdale, AZ | Dec 2017 - Current | 6 |
| Liberty Partners Financial Services, LLC | Bakersfield, CA | Jan 2016 - Dec 2017 | 1 |
| Securities America, Inc. | Rockville, MD | Aug 2011 - Dec 2016 | 5 |
| Verus Capital Partners, LLC | Rockville, MD | Aug 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1993 |
- AZ
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Total Assets Under Management6MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$175,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ
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