Pamela Luckie (CRD# 4663673) is an Investment Advisor Representative working at Primerica Advisors in Stafford, VA and has over 19 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 1615685
Fisher Investments
CRD# 4313613
Capitol Securities Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Stafford, VA | Jan 2006 - Current | 18 |
Primerica Financial Services | Stafford, VA | Dec 2002 - Current | 21 |
Bni (business Networking International) | Charlotte, NC | Oct 2017 - Mar 2018 | < 1 |
Bni (business Networking International) | Charlotte, NC | Oct 2017 - Mar 2018 | < 1 |
Old Navy LLC | San Francisco, CA | Oct 2016 - Nov 2016 | < 1 |
Manteca Unified School District | Manteca, CA | Oct 2011 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2004 |
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
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- VA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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