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Pamela Dolvin Poldiak

PARTNERS IN FINANCIAL PLANNING, LLC·SALEM, Virginia
Clean recordPARTNERS IN FINANCIAL PLANNING, LLC
421 SOUTH COLLEGE AVENUE, SALEM, VA 24153CRD# 4585013Firm CRD# 151980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela Dolvin Poldiak · SALEM, VA
Registration
CRD #4585013 · PARTNERS IN FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Pamela Dolvin Poldiak is a registered financial advisor based in SALEM, Virginia, affiliated with PARTNERS IN FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
AUM
$709M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PARTNERS IN FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4585013
Firm CRD# 151980
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Pamela Dolvin Poldiak offer?
Pamela Dolvin Poldiak specializes in Financial Planning, Investment Management. Contact their office in SALEM, Virginia for a consultation.
What are Pamela Dolvin Poldiak's credentials?
Pamela Dolvin Poldiak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela Dolvin Poldiak located?
Pamela Dolvin Poldiak is based in SALEM, Virginia, working with PARTNERS IN FINANCIAL PLANNING, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Pamela Dolvin Poldiak charge for services?
Pamela Dolvin Poldiak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS IN FINANCIAL PLANNING, LLC?
PARTNERS IN FINANCIAL PLANNING, LLC has approximately 12 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARTNERS IN FINANCIAL PLANNING, LLC

Stephen Christopher Bain
SALEM, VA
Christopher William Bishop
SALEM, VA
James Elwood Pearman
SALEM, VA
Richard Keith Bryan
SALEM, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in VirginiaNational Fee Analysis
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