Pamela B. Prine

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 09/2009 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2012 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-07-21 → 2009-10-05
  Investment Advisors International, Inc.
  Peoria, AZ

Other Businesses

(1) Fixed/Indexed Insurance Product Sales Through Various Carriers; investment related; 7055 W Bell Road Suite 12, Glendale, AZ 85308; agent; fixed insurance sales & service, including Life, LTC, D & annuities; 20 hours per month, 8 hours per month during trading (2) DBA - Keystone Capital Management Group, LLC; investment related; 7055 W Bell Road Suite 12, Glendale, AZ 85308; owner/managing partner - start date 2/15/2016; investment & financial planning; 160 hours per month, 110 hours per month during trading. (3) Keystone Business Consulting, LLC / DBA Keystone B.E.S.T. Solutions; 7055 . Bell Rd, Ste 12, Glendale, AZ 86308; Not investment related; Education focus on Business consulting, Estate Preparation, Social Security Fundamentals and Tax Planning; 50% Owner with Kimberle Dyer; Start 9/17/2024; 20 hours /month during trading. (4) The Church of Jesus Christ of Latter-day Saints, Phoenix East Coordinating Council; Not investment Related; Communication Director; Work with the community to establish relationships with Interfaith, Civic and Gov't entities; Start 10/1/24; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-25
• S63 Uniform Securities Agent State Law Examination
  2003-10-29

Other Names

• Pamela B Prine