Pamela Settlage
Pamela Settlage is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bethesda, MD, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10411 Motor City Dr, Ste 500, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2004Customer Dispute
December 1999Regulatory
December 1995Regulatory
May 1995Regulatory
April 1994Other Business Activities
Pamela operates her LPL business through Settlage & Associates, Inc., dedicating full-time hours to it. She also provides tax preparation and accounting services through the same entity, spending about a quarter of her time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
H. Beck, INC.Broker
Washington Brokerage Services, INC.Broker
Ferris, Baker Watts IncorporatedBroker
State Registrations16 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.