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Pamela Mcleod

22 Years of Experience
St. Petersburg, FL
Broker

Pamela Mcleod is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 22 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
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services Advisors, INC
January 2013 - Present · 13 yrs 4 mos
Raymond James Financial Services, INC.
January 2007 - Present · 19 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.Broker
April 2005 - December 2006 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
November 2003 - December 2005 · 2 yrs 1 mo
State Registrations2 states
FLTX
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.