Pamela Harrison is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 20 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
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Number of Clients
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Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
2565 West Maple Rd, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela is the owner and financial advisor at Harrison Financial, a DBA in Simpsonville, SC, since 2017. This activity takes nearly full-time hours, including time during trading hours, and involves managing assets and providing financial advice.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Colony Park Financial Services LLC.Broker
Harrison Financial
Cantella & CO., INC.
Cantella & CO., INC.Broker
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.