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Pamela Manuel

25 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance

Pamela Manuel is a registered investment advisor, based in Dallas, TX, with 25 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold.

Location

3200 Olympus Blvd, Suite 100, Dallas, TX, 75019

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History

Regulatory History (1)
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Customer Dispute
August 2010
Denied
Other Business ActivitiesSells Insurance

Pamela works as a financial advisor for KCS Wealth Advisors, LLC and KORE Financial Group, LLC, providing wealth management services. She also works as an insurance agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling insurance products, and as a financial professional for AVANTAX EIA.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
January 2019 - October 2019 · 9 mos
1st Global Advisors INC
January 2019 - October 2019 · 9 mos
LPL Financial LLC
February 2018 - January 2019 · 11 mos
LPL Financial LLCBroker
February 2018 - January 2019 · 11 mos
Invest Financial Corporation
July 2011 - February 2018 · 6 yrs 7 mos
Invest Financial CorporationBroker
March 2011 - February 2018 · 6 yrs 11 mos
Chase Investment Services CORP.Broker
July 2005 - April 2010 · 4 yrs 9 mos
Banc One Securities CorporationBroker
September 2000 - July 2005 · 4 yrs 10 mos
State Registrations7 states
ARFLGALAMONCTX
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.
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Pamela Manuel - Financial Advisor | TrueAdvisor