Pamela Flournoy
Pamela Flournoy is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
San Jose, 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 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Retirement Capital Strategies, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations12 states
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