Pamela Yaroma
Investment adviser representative at Sovran Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Altum Rise Enterprises, LLCJul 2026 to now
- Altum Rise WealthJan 2026 to now
- A C Mountain LLCNov 2025 to now
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Sovran Advisors dba Greater Pacific SolutionsFeb 2024 to now
- MML Investors Services, LLCFeb 2019 to Feb 2024
- Massmutual Life InsuranceJan 2019 to Feb 2024
- Foresters Advisory ServicesJul 2018 to Jan 2019
- Foresters Financial ServicesAug 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 6690417
- Firm CRD
- 329415