Pamela Dobson (CRD# 6008593) is an Investment Advisor Representative working at Moulton Wealth Management, Inc. in Spokane Valley, WA and has over 9 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Moulton Wealth Management, Inc. | Spokane, WA | Aug 2019 - Current | 4 |
Moulton Wealth Management, Inc. | Spokane Valley, WA | Aug 2018 - Current | 5 |
Cetera Advisors | Denver, CO | Sep 2018 - May 2020 | 1 |
Unemployed | Post Falls, ID | May 2018 - Aug 2018 | < 1 |
D.a. Davidson & Company | Coeur D'alene, ID | Apr 2014 - Apr 2018 | 4 |
D.a. Davidson & Company | Kennewick, WA | Nov 2013 - Apr 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- TX
- WA
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts565ACCOUNTS
-
Average Account Value$243,105
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, ID, LA, TX, WA
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