Advisor at Moulton Wealth Management, Inc
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Firm
Moulton Wealth Management, Inc
Location
Spokane Valley, WA 99216
Credentials
Series 66
Industry experience
12 years
Pamela Dobson is a financial advisor at Moulton Wealth Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors and D.A. Davidson & Co. in addition to her current role. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm manages approximately $159.7 million for about 477 clients, offering tailored investment strategies and retirement cash-flow planning, along with free public seminars and workshops.
Based on Moulton Wealth Management, Inc
Based on Moulton Wealth Management, Inc
0.75% - 1.25% (varies by account, specifics in Wrap Brochure Appendix)
Account minimum: $350,000
420 N Evergreen Rd., Suite 100
Spokane Valley, WA 99216
Texas · Washington
Moulton Wealth Management, Inc
2019 - Present (7 years)
Cetera Advisors
2018 - 2020 (2 years)
Moulton Wealth Management, Inc
2018 - Present (8 years)
UnEmployed
2018 - 2018 (1 year)
D.A. Davidson & Co.
2014 - 2018 (4 years)
D.A. Davidson & Co.
2013 - 2018 (5 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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