Pamela SmithCRD Number: 3111456
Current Firm: 6 Meridian LLC
Pamela Smith (CRD# 3111456) is an Investment Advisor Representative working at 6 Meridian LLC in Wichita, KS and has over 19 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Private Client Services||Wichita, KS||Sep 2016 - Current||1|
|6 Meridian LLC||Wichita, KS||Sep 2016 - Current||1|
|Morgan Stanley||Wichita, KS||Jun 2009 - Sep 2016||7|
|Morgan Stanley & Company Incorporated||Wichita, KS||Jul 2008 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Wichita, KS||Sep 2002 - Jul 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Total Assets Under Management1,895MILLIONS
Total Number of Accounts2,997ACCOUNTS
Average Account Value$632,266
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, GA, KS, LA, MO, NE, NH, OK, TX