Pamela Halloran
Pamela Halloran is a registered investment advisor at Cetera Investment Advisers LLC, based in Watertown, NY, with 11 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
215 Washington St., Suite 100, Watertown, NY, 13601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela is a partner at Crowley & Halloran CPA's P.C., providing accounting, bookkeeping, tax preparation, and payroll services, which takes nearly full-time. She also holds volunteer treasurer/comptroller positions at DPAO Foundation and JRC Foundation, and is a volunteer Deputy Treasurer at Watertown Noon Rotary, requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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