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Pamela Tipton
14 Years of Experience
Montgomery, TX
1 DisclosureBroker
Pamela Tipton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, TX, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
895 Fish Creek Thoroughfare, Montgomery, TX, 77316
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2025Settled
Other Business Activities
Pamela works as a financial advisor for Woodforest National Bank and Woodforest Wealth, dedicating about half of her time to each role. Both positions started in January 2025.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
October 2011 - January 2025 · 13 yrs 3 mos
Edward JonesBroker
September 2011 - January 2025 · 13 yrs 4 mos
State Registrations27 states
AKALARAZCOFLGAILINLAMDMIMNMOMSNCNHNYOHOKPARISCTXUTVAWV
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.