Pamela Mckenzie
Pamela Mckenzie is a registered investment advisor at LPL Financial LLC, based in Cerritos, CA, with 20 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
19112 Gridley Rd. Ste 215, Cerritos, CA, 90703
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2018Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Pamela sells non-variable insurance, dedicating minimal time to it. She also operates McKenzie Wealth Management, INC. as a DBA for her LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 states
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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