Pamela AlfredCRD Number: 3039054
Current Firm: State Farm Investment Management Corp.
Pamela Alfred (CRD# 3039054) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Great Falls, MT and has over 19 years of experience in the finance industry.
D.a. Davidson & Company
Bibler Financial Group
Wells Fargo Advisors, LLC
|State Farm Investment Management Corp||Great Falls, MT||Jan 2010 - Current||7|
|State Farm Vp Management Corp.||Great Falls, MT||Feb 1998 - Current||19|
|Pam Alfred Insurance Agency||Great Falls, MT||Jan 1988 - Current||29|
|State Farm Investment Management Corp||Great Falls, MT||Apr 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, 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, SC, SD, TN, TX, UT, VA, WA, WI, WV
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