Pamela
Appell

Plexus Financial Services, LLC

CRD#5334903
Investment Advisor
in Dallas, TX
Are you Pamela Appell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Pamela Appell is a chartered financial analyst based out of Dallas, Texas, with 11 years in the industry. Appell currently works for Plexus Financial Services, LLC. Appell has gained experience at Raymond James & Associates, Inc, Wells Fargo Advisors LLC and Plexus Financial Services, LLC. Appell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Colorado, Georgia, Illinois, North Carolina, Ohio, Pennsylvania, Texas, Washington, Wisconsin, Louisiana, Arkansas, Oklahoma and Indiana. Plexus Financial Services, LLC is a registered investment company that has its headquarters in Dallas, Texas. It has offices in two locations and a total of nine people on staff. Plexus Financial Services, LLC offers a few services, such as pension consulting services, educational seminars and other services. Fees charged by financial advisors usually depend on the type of services. Fee types billed by Plexus Financial Services, LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5310 Harvest Hill Road Suite 100
Dallas, TX 75230

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Plexus Financial Services, LLC Brokerage Details

Total Number of Employees

9

TX Average: 44

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops
  • Other

Pamela Appell Work History

Pamela has 11 years of experience.

2016 - Present (3 years)

Plexus Financial Services, LLC

2014 - 2016 (2 years)

Raymond James & Associates, Inc

2007 - 2014 (7 years)

Wells Fargo Advisors LLC

Disclosures

Pamela Appell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started