Pamela Calhoun (CRD# 4216320) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Senoia, GA and has over 23 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Atlanta, GA | Apr 2021 - Current | 3 |
| Regions Bank | Newnan, GA | Apr 2018 - Apr 2021 | 3 |
| Cetera Investment Advisers LLC | Newnan, GA | Apr 2018 - Apr 2021 | 3 |
| Cetera Investment Services LLC | St. Cloud, MN | Apr 2018 - Apr 2021 | 3 |
| Scottrade, Inc. | Peachtree, GA | Aug 2005 - Mar 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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