Pamela Buckland
Pamela Buckland is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Englewood, CO, with 28 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
14 Inverness Dr E, Ste H236, Englewood, CO, 80112
Get directionsHistory
Regulatory History
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 owns an insurance agency, Pamela Buckland's Insurance Agency, and works as an agent for State Farm and its affiliates, dedicating about half of her time to this. She also owns Pinnacle Futures, an investment or commercial property, and is the trustee for PMB Trust, which holds rental property.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.
Exams
More Advisors
- Sarah AlexanderState Farm Investment Management CORP.
- Kimberly Brogansmith, ChFCState Farm Investment Management CORP.
- Wesley Strode, CFAGeneos Wealth Management, INC.
- Thomas Samuelson, CFAIntegrated Advisors Network LLC
- Derek Suboticki, CFPLPL Enterprise, LLC
- Jeffrey Schaefer, CFPSchaefer Financial Management, INC.