Pamela Brandt, financial advisor Tulsa OK

Pamela Brandt

CRD Number: 729119
Current Firm: Sustainable Advisors Alliance LLC

Pamela Brandt (CRD# 729119) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Tulsa, OK and has over 42 years of experience in the finance industry. Pamela Brandt 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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Professional Designations
Company Name Location Dates Years
Sustainable Advisors Alliance LLC Tulsa, OK Apr 2021 - Current 2
Portfolio Resources Group, Inc. Miami, FL Jan 2008 - Apr 2021 13
Portfolio Resources Advisor Group Miami, FL Jan 2008 - Apr 2021 13
College For Financial Planning Lewisville, NC Jul 1998 - Mar 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1981
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Pamela S. Brandt
Phone Number: 918-408-7981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    1,092
    ACCOUNTS
  • Average Account Value
    $154,248
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, LA, MA, MD, NC, NH, NY, OK, OR, TX, VA, WA

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