PB
PB

Pamela Byrd

21 Years of Experience
Granbury, TX
Broker

Pamela Byrd is a registered investment advisor at Ameriprise Financial Services, LLC, based in Granbury, TX, with 21 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Granbury, TX

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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 Activities

Pamela works for Comerica Financial Advisors. This investment-related activity takes about a quarter of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
January 2016 - September 2024 · 8 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2014 - September 2024 · 9 yrs 10 mos
Wells Fargo Advisors, LLCBroker
March 2007 - July 2014 · 7 yrs 4 mos
Scottrade, INC.Broker
July 2004 - March 2005 · 8 mos
Wachovia Securities, INC.Broker
April 2002 - May 2003 · 1 yr 1 mo
Csfbdirect, INC.Broker
March 2001 - December 2001 · 9 mos
State Registrations1 state
TX
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.