Pamela Alfred, financial advisor Great Falls MT
76 score

Pamela Alfred

CRD 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 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Great Falls, MT Jan 2010 - Current 8
State Farm Vp Management Corp. Great Falls, MT Feb 1998 - Current 20
Pam Alfred Insurance Agency Great Falls, MT Jan 1988 - Current 30
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Pamela H. Alfred
Phone Number: 800-447-0740
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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