Pamela Villarreal is a CFP-designated registered investment advisor, based in Alhambra, CA, with 21 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Alhambra, CA
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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 an independent insurance agent with Avantax Insurance Agency, LLC, and owns Pamela Villarreal & Associates, a tax preparation and business consulting firm. She also provides guidance on equity indexed annuities, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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
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