1. Wealthminder
  2. Herndon, VA
Pamela Sams, financial advisor Herndon VA
81 score

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 Herndon, VA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Herndon, VA Nov 2017 - Current < 1
Securities America, Inc. Herndon, VA Nov 2017 - Current < 1
Jackson Sams Financial Services Herndon, VA Feb 2012 - Current 6
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, 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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Pamela J. Sams
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • 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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BADGES
81

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