Pamela Cole
Pamela Cole is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Buena Vista, VA, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2020 B Magnolia Ave, Buena Vista, VA, 24416
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Regulatory History (1)
Employment Separation After Allegations
November 2010Other Business ActivitiesSells Insurance
Pamela is an independent insurance agent since 1984, working with various independent insurance companies, dedicating about a quarter of her time. She is also an advisory representative of a Registered Investment Advisor (RIA) and a financial advisor with TAG Advisors, spending about half her time and a few hours per week, respectively, on these roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
United Brokerage Services, INCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Capital Brokerage CorporationBroker
Scott & Stringfellow, INC.Broker
Capital Brokerage CorporationBroker
Jmc Financial CorporationBroker
Forth Financial Securities, CorporationBroker
State Registrations8 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.