Pamela Nelsen (CRD# 1713146) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 35 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors Inc. | Norcross, GA | Jan 2012 - Current | 12 |
| The Private Investment Group | Centerville, OH | Dec 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management911MILLIONS
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Total Number of Accounts3,190ACCOUNTS
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Average Account Value$285,578
- A percentage of assets under your management
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