Pamela R. Graham, LPL Financial Advisor, LPL Registered Principal and owner of Pro Wealth Management, has worked in the financial services industry since 1986 and has extensive investment planning experience. Pam specializes in customizing plans by analyzing, developing, and managing the financial assets, needs, and goals for individuals and small businesses. This includes recommendations for proper and efficient diversification of asset allocation mix of investments together with analysis of dream planning, retirement planning, insurance and long-term care planning, tax planning, estate/charitable gift planning, college planning, financing, and risk management. Pam is registered as an LPL Investment Advisor Representative and holds her FINRA Series 24 (Registered Principal), Series 7 (General Securities Representative), Series 63/65 (Advisory Services and State Uniform Laws) Series 31 (Managed Futures) with LPL Financial and is licensed through the State of Maryland for insurance sales.
Prior to joining LPL Financial and forming Pro Wealth Management, Pam was an Officer and Vice President with two major regional and national financial institutions: Maryland National Financial Corporation and First Union Brokerage Services. She was responsible for securities, investment, and insurance sales covering banking centers in Maryland and Washington D.C. As a general securities principal, her expertise included the supervision, management, training, and oversight of an investment sales force, which included FINRA registered and licensed insurance professionals. She was responsible for investment and insurance sales and referral training for management and support staff. Pam also initiated and conducted client investment seminars, focus groups, promotions, personnel training, and educational conferences.