PF
CFP
PF
CFP

Pamela Jean Flick

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

2099 Gaither Road, Suite 110, Rockville, MD, 20850

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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 is involved in several business activities, including financial planning and investment advice through Obsidian Personal Planning Solutions, Inc. and LLC, and analyzing 401k plans. She also recommends insurance to some clients through M Group Insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Merit Financial Advisors
October 2025 - Present · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2025 - Present · 4 mos
Obsidian Personal Planning Solutions, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - October 2025 · 1 yr 2 mos
Triad Advisors LLCBroker
August 2017 - August 2024 · 7 yrs
National Planning CorporationBroker
May 2005 - August 2017 · 12 yrs 3 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Pamela Jean Flick - Financial Advisor | TrueAdvisor