PS
PS

Pamela Stoner

29 Years of Experience
Boulder, CO
Broker

Pamela Stoner is a registered investment advisor at Raymond James & Associates, INC., based in Boulder, CO, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1881 9th Street, Suite 250, Boulder, CO, 80302

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2020 - Present · 6 yrs 3 mos
Raymond James & Associates, INC.
April 2020 - Present · 6 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2020 - Present · 6 yrs 3 mos
Previous Registrations
RBC Capital Markets, LLC
June 2010 - April 2020 · 9 yrs 10 mos
RBC Capital Markets, LLCBroker
August 2008 - April 2020 · 11 yrs 8 mos
Wachovia Securities, LLCBroker
January 2008 - September 2008 · 8 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - January 2008 · 5 yrs 2 mos
RBC Dain Rauscher INC.Broker
May 1999 - December 2002 · 3 yrs 7 mos
Piper Jaffray INC.Broker
February 1996 - April 1999 · 3 yrs 2 mos
State Registrations2 states
CACO
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 Stoner - Financial Advisor | TrueAdvisor