PH
ChFC
PH
ChFC

Pamela Holtzclaw

29 Years of Experience
Decatur, AL
1 DisclosureBroker

Pamela Holtzclaw is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Decatur, AL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

826 Bank St Ne, Decatur, AL, 35601

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Denied
Other Business Activities

Pamela co-owns Germanna Enterprises LLC, Holtzclaw Family Impact Fund, PJ Holdings, Inc, and rental property, and is a trustee for PJ Holdings Inc. 401k. These activities involve rental properties, a family foundation, and retirement accounts, each requiring a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2023 · 19 yrs 6 mos
Wells Fargo Clearing Services, LLC
July 2003 - January 2023 · 19 yrs 6 mos
Prudential Securities Incorporated
June 2001 - July 2003 · 2 yrs 1 mo
Prudential Securities IncorporatedBroker
December 2000 - July 2003 · 2 yrs 7 mos
Miller & Schroeder Financial, INC.Broker
February 1997 - December 2000 · 3 yrs 10 mos
Deposit Guaranty Investments, INC.Broker
January 1996 - July 1996 · 6 mos
State Registrations20 states
ALARAZCACOFLGAILMAMIMOMSNYOHPASCTNTXUTVA
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.