Pamela Poldiak, financial advisor Salem VA
90 score

Pamela Poldiak

CRD Number: 4585013
Current Firm: Partners In Financial Planning, LLC

Pamela Poldiak (CRD# 4585013) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry. Pamela Poldiak 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
Partners In Financial Planning, LLC Salem, VA Nov 2009 - Current 6
Fee-only Financial Planning, Lc Roanoke, VA Feb 2000 - Nov 2009 9

Pamela Poldiak has no recent exams reported.
Contact Info for Pamela D. Poldiak
Phone Number: 540-444-2930
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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