Pamela Middleton, financial advisor Atlanta GA

Pamela Middleton

CRD Number: 1145902
Current Firm: Lincoln Investment

Pamela Middleton (CRD# 1145902) is an Investment Advisor Representative working at Lincoln Investment in Atlanta, GA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Planning, Inc. Atlanta, GA May 1996 - Current 27
Banks,jackson & Middleton Inc. Atlanta, GA Apr 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Feb 1992
Contact Info for Pamela J. Middleton
Phone Number: 215-887-8111
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
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)
Types of Clients
Registered States

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

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