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Pamela Flournoy

LPL Financial LLC
22 Years of Experience
San Jose, CA
BrokerSells Insurance
View SEC Summary
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Pamela Flournoy is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 22 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1165 Lincoln Ave, Ste 330, San Jose, CA, 95125

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Pamela sells non-variable insurance and annuities through Cammarano Insurance Services, dedicating about 10-20% of her time to this activity. She also owns multiple rental real estate properties and operates Flournoy Wealth Management LLC, which takes up more than full-time hours.

Employment History
Current Registrations
LPL Financial LLC
August 2007 - Present · 19 yrs 2 mos
LPL Financial LLC
August 2007 - Present · 19 yrs 2 mos
LPL Financial LLCBroker
August 2007 - Present · 19 yrs 2 mos
Previous Registrations
Retirement Capital Strategies, INC.
August 2007 - July 2009 · 1 yr 11 mos
Waddell & Reed, INC.
September 2004 - August 2007 · 2 yrs 11 mos
Waddell & Reed, INC.Broker
August 2004 - August 2007 · 3 yrs
State Registrations12 states
AZCACOFLINMONVNYOKORUTWA
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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