Pamela Lynn Philbrook

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Wm. Al Muskat Cfp, Inc.
  Calabasas, CA
• 07/2009 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-05-04
• S63 Uniform Securities Agent State Law Examination
  2005-12-19

Other Names

• Pamela Lynn Balton
• Pamela Klostermann