PW
PW

Pamela Weaver

25 Years of Experience
Weirton, WV
BrokerSells Insurance

Pamela Weaver is a registered investment advisor at On Investment Management CO, based in Weirton, WV, with 25 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Planning is included in investment management (also available separately)

ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.

Loading...

Location

3660 Pennsylvania Ave, Weirton, WV, 26062

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 is a representative for Greek Catholic Union, selling fixed annuities, dedicating a few hours per week to this activity. She also owns Smart Retirement Advisors, spending nearly full-time hours on fixed products.

Employment History
Current Registrations
On Investment Management CO
August 2018 - Present · 7 yrs 9 mos
The O.N. Equity Sales Company
June 2018 - Present · 7 yrs 11 mos
The O.N. Equity Sales CompanyBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Brokers Financial
March 2016 - June 2018 · 2 yrs 3 mos
Brokers International Financial Services, LLC.Broker
March 2016 - June 2018 · 2 yrs 3 mos
NFP Advisor Services, LLC
November 2013 - March 2016 · 2 yrs 4 mos
NFP Advisor Services, LLCBroker
October 2013 - March 2016 · 2 yrs 5 mos
Centum Capital Advisors, LLC
May 2013 - July 2013 · 2 mos
Global Financial Private Capital, LLC
December 2011 - July 2012 · 7 mos
G.F. Investment Services, LLCBroker
December 2011 - July 2012 · 7 mos
NFP Securities, INC.Broker
November 2004 - December 2011 · 7 yrs 1 mo
Mid Atlantic Capital CorporationBroker
September 1999 - September 2004 · 5 yrs
J.J.B. Hilliard, W.L. Lyons, INC.Broker
February 1999 - September 2001 · 2 yrs 7 mos
State Registrations13 states
CAFLILMANCNVNYOHPASCTNVAWV
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 Weaver - Financial Advisor | TrueAdvisor