Unclaimed Profile

Pamela S. Landy

LIFECYCLE FINANCIAL PLANNERS INC.·BLOOMFIELD HILLS, Michigan

Clean record15 years registeredLIFECYCLE FINANCIAL PLANNERS INC.

40950 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 5837816Firm CRD# 290250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pamela S. Landy · BLOOMFIELD HILLS, MI

Registration

CRD #5837816 · LIFECYCLE FINANCIAL PLANNERS INC. · 15 years registered

Brand Profile

Not yet started

Career History

LIFECYCLE FINANCIAL PLANNERS INC.

Apr 2018 – present

CAMBRIDGE CONNECTION INC

Sep 2010 – Mar 2018

BLOOMFIELD HILLS, MI

Registrations & Exams

Registration record

First registered · September 14, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFECYCLE FINANCIAL PLANNERS INC.

CRD 290250 · SEC 801-112138

AUM

$612M

Regulatory assets under management

Employees

3,892 client accounts

Services offered by LIFECYCLE FINANCIAL PLANNERS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFECYCLE FINANCIAL PLANNERS INC. →

Introduction

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Frequently Asked Questions

What services does Pamela S. Landy offer?

Pamela S. Landy specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Pamela S. Landy's credentials?

Pamela S. Landy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pamela S. Landy located?

Pamela S. Landy is based in BLOOMFIELD HILLS, Michigan, working with LIFECYCLE FINANCIAL PLANNERS INC.. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Pamela S. Landy charge for services?

Pamela S. Landy's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFECYCLE FINANCIAL PLANNERS INC.?

LIFECYCLE FINANCIAL PLANNERS INC. has approximately 9 employees and manages $612M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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