Pamela Sams, financial advisor Ashburn VA

Pamela Sams

CRD Number: 4446063
Current Firm: Securities America Advisors, Inc.

Pamela Sams (CRD# 4446063) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ashburn, VA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Ashburn, VA Nov 2017 - Current 6
Securities America, Inc. Ashburn, VA Nov 2017 - Current 6
Jackson Sams Financial Services Ashburn, VA Feb 2012 - Current 12
Voya Financial Advisors Herndon, VA Sep 2014 - Nov 2017 3
Ing Financial Partners Herndon, VA Sep 2007 - Sep 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Pamela J. Sams
By the Numbers
  • Total Assets Under Management
    40,420
    MILLIONS
  • Total Number of Accounts
    211,150
    ACCOUNTS
  • Average Account Value
    $191,430
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 individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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