Pamela Robinson
Pamela Robinson is a registered investment advisor at Cetera Investment Advisers LLC, based in Palm Desert, CA, with 26 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
78290 Willowrich Dr, Palm Desert, CA, 92211
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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 a fixed insurance agent and owner of Strategic Financial Services, a financial services DBA. She dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities Corporation
Cs Financial
Vestax Securities CorporationBroker
State Registrations6 states
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