Pamela Bergeson (CRD# 7250964) is an Investment Advisor Representative working at Tailwind Financial Planning LLC in Madeira Beach, FL and has over 4 years of experience in the finance industry. Pamela Bergeson 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.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tailwind Financial Planning LLC | Tampa, FL | Mar 2020 - Current | 4 |
| Extended Travel And Part-time Student | Seoul, Republic Of Korea, | Jun 2016 - Feb 2020 | 3 |
| Us Air Force | Pentagon, VA | May 1986 - Jun 2016 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- CA
- FL
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$752,300
- 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
CA, FL, TX
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