PL
PL

Pamela Linderman

27 Years of Experience
Culver City, CA
BrokerSells Insurance

Pamela Linderman is a registered investment advisor at LPL Financial LLC, based in Culver City, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

10170 Culver Blvd Ste 101A, Culver City, CA, 90232

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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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Other Business ActivitiesSells Insurance

Pamela owns One World Financial & Insurance Agency and co-owns rental property. She also provides trust-related estate planning services, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - December 2023 · 3 mos
Osaic Wealth, INC.Broker
September 2023 - December 2023 · 3 mos
Sagepoint Financial, INC.
January 2017 - September 2023 · 6 yrs 8 mos
Sagepoint Financial, INC.Broker
October 2005 - September 2023 · 17 yrs 11 mos
Independent Capital Management
June 2002 - July 2005 · 3 yrs 1 mo
Sunamerica Securities, INC.Broker
February 1999 - October 2005 · 6 yrs 8 mos
State Registrations23 states
AKAZCACODCFLGAHIILKYMIMNMONCNJNVNYOHORPATXVAWA
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.