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Pamela Duecker Clark

GENERATIONS WEALTH, LLC·MASON, Ohio
Clean record20 years registeredGENERATIONS WEALTH, LLC
5947 DEERFIELD BLVD, MASON, OH 45040CRD# 5156194Firm CRD# 173352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela Duecker Clark · MASON, OH
Registration
CRD #5156194 · GENERATIONS WEALTH, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

GENERATIONS WEALTH, LLC
Nov 2014 – present
GENERATIONS WEALTH
Aug 2006 – Oct 2015
MASON, OH
02

Registrations & Exams

Registration record
First registered · August 8, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GENERATIONS WEALTH, LLC
CRD 173352 · SEC 801-80555
AUM
$207M
Regulatory assets under management
Employees
8
298 client accounts
Services offered by GENERATIONS WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GENERATIONS WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Pamela Duecker Clark offer?
Pamela Duecker Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MASON, Ohio for a consultation.
What are Pamela Duecker Clark's credentials?
Pamela Duecker Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela Duecker Clark located?
Pamela Duecker Clark is based in MASON, Ohio, working with GENERATIONS WEALTH, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Pamela Duecker Clark charge for services?
Pamela Duecker Clark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENERATIONS WEALTH, LLC?
GENERATIONS WEALTH, LLC has approximately 8 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Derek Rogell Tinnin
MASON, OH

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