Pamela
Rowe
Buckingham Strategic Wealth, LLC
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About this Advisor
Pamela Rowe is a certified financial planner who works out of Houston, Texas with 8 years of relevant experience. Rowe works at Buckingham Strategic Wealth, LLC. Throughout their career, Rowe has worked at Posey Capital Management, Inc and Buckingham Strategic Wealth, LLC. Rowe has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Texas. Buckingham Strategic Wealth, LLC is a financial advisory company operating out of Saint Louis, MO. The company has offices in 48 locations and a total of 584 advisors. It controls $22 billion in total assets across its 42,145 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 60 charities and foundations. Of its 42,145 accounts, 45% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Buckingham Strategic Wealth, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Pamela Rowe Work History
Pamela has been registered as a financial advisor for 8 years.*
Buckingham Strategic Wealth, LLC
Posey Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pamela Rowe 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 Buckingham Strategic Wealth, LLC
Indianapolis, IN
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Bend, OR
Saint Louis, MO
Bethesda, MD
Deerfield, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
