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Pamela Duecker Clark

GENERATIONS WEALTH, LLC·MASON, Ohio
Unclaimed Profile
5947 DEERFIELD BLVD, MASON, OH 45040CRD# 5156194Firm CRD# 173352
01

About

Pamela Duecker Clark is a registered financial advisor based in MASON, Ohio, affiliated with GENERATIONS WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GENERATIONS WEALTH, LLC
GENERATIONS WEALTH, LLC
AUM
$207M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GENERATIONS WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5156194
Firm CRD# 173352
No disclosures on file
View on FINRA BrokerCheck →

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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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Richard Louis Roeding — SUMMER HILL CAPITAL PARTNERS, LLCMatthew Sanford Matson — MATSON MONEY, INC.Elizabeth Marie Knoblock — MATSON MONEY, INC.Joseph Edward Matson — MATSON MONEY, INC.Timothy Daniel Cavanaugh — SUMMER HILL CAPITAL PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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