Advisor at Cambridge Investment Research Advisors
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Firm
Cambridge Investment Research Advisors
Location
Buena Vista, VA 24416
Credentials
Series 63, Series 65
Industry experience
41 years
Pamela Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2011. In addition to her advisory role, she has worked as an independent insurance agent since 1984. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan consulting, delivered through a large network of independent financial professionals using various account platforms.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
2020 B Magnolia Ave
Buena Vista, VA 24416
Virginia
Cambridge Investment Research Advisors
2011 - Present (15 years)
Cambridge investment Research, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 66
Lexington, VA
Treger & Associates
CFA®, Series 63
Lexington, VA
Indivisible Partners
Series 63, Series 65
Lexington, VA
StoneX Advisors Inc.
Series 65
Buena Vista, VA
Focus Partners Wealth, LLC
Series 63, Series 65
Lexington, VA
LPL Financial
Series 66
Lexington, VA
Edward Jones
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