Pamela Flick is a CFP-designated registered investment advisor, based in Rockville, MD, with 21 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2099 Gaither Road, Suite 110, Rockville, MD, 20850
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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 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
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Obsidian Personal Planning Solutions, LLC
Triad Advisors LLCBroker
National Planning CorporationBroker
State Registrations1 state
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
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