Pamela Plick Wealth Management LLC

Pamela Plick Wealth Management LLC (CRD# 159126) is a financial advisory firm headquartered in Palm Desert, CA. They manage $208,379 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
44489 Town Center Way, Suite D #472, Palm Desert, CA 92260
https://www.youtube.com/channel/ucdwjwyzlgel514bqihsy3mw
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $52,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pamela Plick Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Pamela Plick, financial advisor Palm Desert CA
Pamela D. Plick
CRD#: 2831150
44489 Town Center Way, Suite D #472, Palm Desert, CA 92260

Pamela Plick (CRD# 2831150) is an Investment Advisor Representative working at Pamela Plick Wealth Management LLC in Palm Desert, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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