Pamela Sue Harrison
Investment adviser representative at Secure Asset Management, L.L.C.
12 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Secure Asset Management, L.L.C.Apr 2024 to now
- Scf Investment Advisors, IncAug 2021 to Apr 2024
- Scf Securities, IncAug 2021 to Apr 2024
- Berthel Fisher & Company Financial Services, Inc.Jan 2017 to Aug 2021
- Bfc Planning, Inc.Jan 2017 to Aug 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2017
- Morgan StanleyApr 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (SC).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 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
- 4776887
- Firm CRD
- 144046