Pamela DumonceauCRD Number: 1291675
Current Firm: Asset One LLC
Pamela Dumonceau (CRD# 1291675) is an Investment Advisor Representative working at Asset One LLC in Greenwood Village, CO and has over 28 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Girard Securities||Greenwood Village, CO||Apr 2010 - Current||7|
|Asset One, LLC||Greenwood Village, CO||Jan 2000 - Current||17|
|Sagepoint Financial, Inc.||Aurora, CO||Jan 2009 - Mar 2010||1|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management397MILLIONS
Total Number of Accounts1,790ACCOUNTS
Average Account Value$221,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
AZ, CA, CO, FL, GA, KS, LA, MO, MS, NM, NY, OR, TN, TX
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