Pamela Jo Maybury

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2012 → 09/2020
  Securities Service Network
  Carmichael, CA
• 09/2020 → 01/2022
  Securities America, Inc.
  Meadow Vista, CA
• 09/2020 → 01/2022
  Securities America Advisors, Inc.
  Meadow Vista, CA
• 01/2021 → 01/2022
  Arbor Point Advisors
  Meadow Vista, CA
• 01/2022 → Present
  United Planners Financial Services
  Scottsdale, AZ

Previous Registrations

• 2020-09-18 → 2021-12-31
  Securities America Advisors, Inc.
  Meadow Vista, CA
• 2021-01-21 → 2021-12-31
  Arbor Point Advisors
  Meadow Vista, CA
• 2014-04-24 → 2020-09-18
  Ssn Advisory, Inc.
  Meadow Vista, CA

Other Businesses

1.) PAMELA MAYBURY - LICENSEE - LIFE INSURANCE FOR ESTATE PLANNING - MEADOW VISTA, CA - SINCE 03/2021 - INVESTMENT RELATED 2.) MAYBURY FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MEADOW VISTA, CA - SINCE 01/2001 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2014-04-22
• S63 Uniform Securities Agent State Law Examination
  2001-03-15