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Pamela Mccomas

24 Years of Experience
Fox Island, WA
1 DisclosureBroker

Pamela Mccomas is a registered investment advisor at Raymond James & Associates, INC., based in Fox Island, WA, with 24 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fox Island, WA

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2014
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2015 - Present · 11 yrs 2 mos
Raymond James & Associates, INC.
August 2015 - Present · 11 yrs 2 mos
Raymond James & Associates, INC.Broker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Washington Wealth Management
December 2014 - August 2015 · 8 mos
NFP Advisor Services, LLCBroker
December 2014 - August 2015 · 8 mos
UBS Financial Services INC.
August 2010 - September 2014 · 4 yrs 1 mo
UBS Financial Services INC.Broker
August 2010 - September 2014 · 4 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
April 2004 - June 2009 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
June 2003 - June 2009 · 6 yrs
Salomon Smith Barney INC.
January 2002 - October 2002 · 9 mos
Salomon Smith Barney INC.Broker
August 2001 - October 2002 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.