Pamela Heath (CRD# 3096392) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint George, UT and has over 24 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | St. George, UT | Mar 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. George, UT | Feb 2017 - Current | 7 |
| Non-variable Insurance | Washington, UT | Mar 2015 - Feb 2017 | 1 |
| Raymond James Financial Services/voyager Wealth Advisors | St George, UT | May 2015 - Dec 2016 | 1 |
| Unemployed | Washington, UT | Feb 2015 - Mar 2015 | < 1 |
| Kelly Services | St George, UT | Oct 2014 - Jan 2015 | < 1 |
| Unemployed | St George, UT | Aug 2014 - Sep 2014 | < 1 |
| Natonwide Investment Services Corporation | Columbus, OH | Jun 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- TX
- UT
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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