TrueAdvisor
TrueAdvisor
PB
CFP
PB
CFP

Pamela Blodgett

LPL Financial LLC
38 Years of Experience
Caledonia, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Pamela Blodgett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Caledonia, MI, with 38 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7199 Kalamazoo Ave SE Ste 200, Caledonia, MI, 49316

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Pamela sells non-variable insurance, dedicating a few hours per week to this activity. She also acts in a fiduciary capacity for The Estate of Andrew D. Blodgett, spending a few hours per week on this.

Employment History
Current Registrations
LPL Financial LLC
January 2014 - Present · 12 yrs 9 mos
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Invest Financial Corporation
February 2007 - December 2013 · 6 yrs 10 mos
Invest Financial CorporationBroker
May 2006 - December 2013 · 7 yrs 7 mos
Jefferson Pilot Securities CorporationBroker
April 1996 - May 2006 · 10 yrs 1 mo
Chubb Securities CorporationBroker
November 1994 - December 1995 · 1 yr 1 mo
Pruco Securities CorporationBroker
January 1994 - December 1994 · 11 mos
MML Investors Services, INC.Broker
August 1989 - January 1993 · 3 yrs 5 mos
Integrated Resources Equity CorporationBroker
March 1988 - August 1989 · 1 yr 5 mos
First Investors CorporationBroker
February 1987 - March 1988 · 1 yr 1 mo
State Registrations9 states
CAFLILINMINCOHTNWI
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.
More Advisors
More financial advisors in Caledonia, MI →All financial advisors in Michigan →