Pamela Maybury
Pamela Maybury is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Meadow Vista, CA, with 25 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Meadow Vista, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2020Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Pamela is a licensed life insurance agent for estate planning purposes since 2021. She also owns Maybury Financial, a DBA used for marketing purposes since 2001.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Woodbury Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.Broker
Edward JonesBroker
State Registrations4 states
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.