Pamela Wherle, financial advisor Centerville OH
87 score

Pamela Wherle

CRD Number: 5917181
Current Firm: Transamerica Financial Advisors, Inc.

Pamela Wherle (CRD# 5917181) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centerville, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
H7 Network West Chester, OH Mar 2016 - Current < 1
Belflex Staffing Network Dayton, OH Jan 2016 - Current < 1
Transamerica Financial Advisors, Inc. Centerville, OH Oct 2015 - Current 1
Phenomenal Women Dayton Dayton, OH Oct 2015 - Current 1
World Financial Group, Inc. Centerville, OH Aug 2015 - Current 1
Pamela A Wherle Miamisburg, OH May 2015 - Current 1
Primerica Financial Services Centerville, OH Jul 2009 - Feb 2016 6
Speedway LLC Enon, OH Aug 2007 - Feb 2016 8
Kroger Miamisburg, OH Nov 2015 - Jan 2016 < 1
Primerica Financial Services Primerica Financial Services, GA Jul 2009 - Jul 2015 6
Pfs Investments Primerica Financial Services, GA Feb 2011 - Jun 2015 4
Braun & Associates Washington Township, OH May 2012 - May 2015 3
Speedway Enon, OH Aug 2007 - May 2015 7
Fifth Third Bank Cincinnati, OH Jul 2006 - Aug 2007 1

Pamela Wherle has no recent exams reported.
Contact Info for Pamela A. Wherle
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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