Pamela Zedick (CRD# 4554821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Dana Point, CA and has over 21 years of experience in the finance industry. Pamela Zedick 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Dana Point, CA | Nov 2017 - Current | 6 |
| Valley Wealth Strategies LLC | Dana Point, CA | Apr 2017 - Current | 7 |
| National Planning Corporation | San Dimas, CA | Aug 2003 - Nov 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- CA
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Total Assets Under Management1,022MILLIONS
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Total Number of Accounts4,110ACCOUNTS
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Average Account Value$248,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, NM, NV, NY, OR, TN, TX, UT, VA, WA
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