Pamela
Zedick
Valley Wealth Strategies, LLC
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About this Advisor
Pamela Zedick is a financial advisor based in Lodi, California, working with Valley Wealth Strategies, LLC. Pamela has previously held positions at Lpl Financial, LLC, Valley Wealth Strategies LLC, and National Planning Corporation. Pamela has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Pamela is part of Valley Wealth Strategies, LLC, which operates out of Lodi, California. The firm has 21 offices and 30 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Valley Wealth Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,021,500,000
30
4,110
$248,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Pamela Zedick Work History
Lpl Financial, LLC
Valley Wealth Strategies LLC
National Planning Corporation
Disclosures
Please visit the SEC profile of Pamela Zedick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Wealth Strategies, LLC
Sunnyvale, CA
Placentia, CA
Walnut Creek, CA
Menlo Park, CA
Brawley, CA
San Luis Obispo, CA
Briarcliff, TX
Lake Forest, CA
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