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 18 years of experience in the finance industry.

Similar Advisors
John Bebee, financial advisor Great Falls MT
John K. Bebee
CRD# 1630942
D.a. Davidson & Company
Score
96
Similar Advisors
Ronald Bibler, financial advisor Great Falls MT
Ronald R. Bibler
CRD# 2128068
Bibler Financial Group
Score
96
Similar Advisors
Eric Borggard, financial advisor Great Falls MT
Eric D. Borggard
CRD# 2180555
Wells Fargo Advisors, LLC
Score
96
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Great Falls, MT Jan 2010 - Current 6
State Farm Vp Management Corp. Great Falls, MT Feb 1998 - Current 18
Pam Alfred Insurance Agency Great Falls, MT Jan 1988 - Current 28
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
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
76

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.