Anthony Pampel, financial advisor Dallas TX
103 score

Anthony Pampel

CRD Number: 5519811
Current Firm: True Life Financial Planning, LLC
Compensation Model: Fee Only

Anthony Pampel (CRD# 5519811) is an Investment Advisor Representative working at True Life Financial Planning, LLC in Dallas, TX and has over a decade of experience in the finance industry. Anthony Pampel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
True Life Financial Planning, LLC Dallas, TX Apr 2015 - Current 1
Mml Investors Services LLC Dallas, TX Feb 2013 - May 2015 2
Massmutual Life Insurance Company Dallas, TX Jan 2013 - May 2015 2
1st Global Capital Corp. Dallas, TX Mar 2012 - Oct 2012 < 1
Massmutual Life Insurance Company Dallas, TX Jul 2009 - Feb 2012 2
Mml Investors Services Inc. Dallas, TX Jul 2009 - Feb 2012 2
Sunset Financial Services Inc. Kansas City, MO Apr 2008 - Jun 2009 1
Lone Star Financial Partners Dallas, TX Mar 2008 - Jun 2009 1
Allstate Insurance Company Dallas, TX Oct 2006 - Mar 2008 1
Allstate Insurance Company Dallas, TX Apr 2005 - Oct 2006 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) May 2008
S66 NASAA Uniform Combined State Law Examination May 2008
S24 General Securities Principal Examination (GP) Jul 2012
Contact Info for Anthony R. Pampel
Phone Number: (800) 990-3364
Advisor Website: http://www.tlfp.net
Firm Website: http://www.tlfp.net
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $81,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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