Pamela Davis
Pamela Davis is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Deerfield, IL, with 40 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Pamela is an investment advisor representative with Alera Investment Advisors and a registered representative with Triad Advisors, spending most of her time as an investment advisor representative. She also provides fixed business products, including LTC, property casualty insurance, disability insurance, and group benefits, and is a VP at Alera Group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Alera Investment Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Consolidated Resources, INC.Broker
State Registrations18 states
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.