Pamela Pouncy, financial advisor Opelika AL

Pamela Pouncy

CRD Number: 1109054
Current Firm: Lpl Financial LLC

Pamela Pouncy (CRD# 1109054) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has over 27 years of experience in the finance industry.

Similar Advisors
Jeffrey Adams, financial advisor Opelika AL
Jeffrey G. Adams
CRD# 2369218
Greatmark Investment Partners, Inc.
Similar Advisors
Timothy Aja, financial advisor Opelika AL
Timothy S. Aja
CRD# 4443823
Aja Financial LLC
Similar Advisors
Brian Alford, financial advisor Opelika AL
Brian C. Alford
CRD# 2217267
Raymond James & Associates, Inc.
Company Name Location Dates Years
Lpl Financial LLC Birmingham, AL Mar 2019 - Current 5
Wells Fargo Clearing Services, LLC Tallahassee, FL Nov 2016 - Mar 2019 2
Wells Fargo Advisors, LLC Tallahassee, FL May 2015 - Nov 2016 1
Bbtis Ocala, FL Jan 2013 - May 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Pamela J. Pouncy
Phone Number: 704-733-3300
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.