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Pamela Mcwhorter

42 Years of Experience
Smithfield, VA
3 DisclosuresBrokerSells Insurance

Pamela Mcwhorter is a registered investment advisor at Nfsg Corporation, based in Smithfield, VA, with 42 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

319-C Main Street, Suite 105, Smithfield, VA, 23430

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025
Pending
Employment Separation After Allegations
March 2024
Customer Dispute
December 1997
Withdrawn
Other Business ActivitiesSells Insurance

Pamela sells life insurance and long-term care insurance through Pamela McWhorter Insurance, dedicating about 10% of her time to this activity. She also serves as an advisory board member for Virginia Medical Freedom Alliance, Inc., spending minimal time on charity zoom calls and meetings.

Employment History
Current Registrations
Nfsg Corporation
May 2024 - Present · 2 yrs
Newbridge Securities CorporationBroker
May 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
February 2018 - April 2024 · 6 yrs 2 mos
Edward JonesBroker
January 2018 - April 2024 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - February 2018 · 14 yrs 7 mos
Wells Fargo Clearing Services, LLC
July 2003 - February 2018 · 14 yrs 7 mos
Prudential Securities Incorporated
August 1998 - July 2003 · 4 yrs 11 mos
Prudential Securities IncorporatedBroker
October 1994 - July 2003 · 8 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
February 1985 - October 1994 · 9 yrs 8 mos
Scott & Stringfellow, INC.Broker
October 1984 - January 1985 · 3 mos
Brokers Securities, INC.Broker
September 1983 - June 1984 · 9 mos
Anderson & Strudwick, IncorporatedBroker
July 1983 - August 1983 · 1 mo
State Registrations14 states
AZCACTFLGAIANCNJPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Pamela Mcwhorter - Financial Advisor | TrueAdvisor