Plexus Financial Services, LLC

Investment Advisor
in Dallas, TX
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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



Office Location

5310 Harvest Hill Road Suite 100
Dallas, TX 75230

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Plexus Financial Services, LLC Brokerage Details

Total Number of Employees


TX Average: 44

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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


Pamela Appell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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