Pamela Jean Flick
Investment adviser representative at Merit Financial Advisors
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.9BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Merit Financial AdvisorsOct 2025 to now
- Purshe Kaplan SterlingOct 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Sep 2025
- Triad Advisors, IncAug 2017 to Aug 2024
- Obsidian Personal Planning Solutions, LLCOct 2013 to Sep 2025
- Wealth Strategies GroupJun 2010 to Oct 2025
- National Planning CorporationApr 2005 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 3218433
- Firm CRD
- 142457