Pamela Ahlers, financial advisor Houston TX

Pamela Ahlers

CRD Number: 1593463
Current Firm: Harbour Investments, Inc.

Pamela Ahlers (CRD# 1593463) is an Investment Advisor Representative working at Harbour Investments, Inc. in Houston, TX and has over 37 years of experience in the finance industry. Pamela Ahlers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Harbour Investments Inc. Madison, WI Aug 2012 - Current 11
Ahlers & Stoll Cpa's Houston, TX Aug 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
Contact Info for Pamela K. Ahlers
Phone Number: 608-662-6100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,469
    MILLIONS
  • Total Number of Accounts
    28,573
    ACCOUNTS
  • Average Account Value
    $156,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY

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