Pamela Jean Floyd
Investment adviser representative at Vanderbilt Advisory Services
20 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Vanderbilt Advisory ServicesDec 2024 to now
- Vanderbilt Securities, LLCDec 2024 to now
- The Floyd CompanyDec 2004 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2024
- Securities America Advisors, Inc.Nov 2020 to Jun 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Kms Financial Services, Inc.Jul 2005 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WA).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2333381
- Firm CRD
- 116537