Pamela Alfred (CRD# 3039054) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Great Falls, MT and has over 26 years of experience in the finance industry.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
CRD# 3228779
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Great Falls, MT | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Great Falls, MT | Feb 1998 - Current | 26 |
| Pam Alfred Insurance Agency | Great Falls, MT | Jan 1988 - Current | 36 |
| State Farm Investment Management Corp. | Great Falls, MT | Jan 2010 - Mar 2017 | 7 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CO
- ID
- MT
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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