Pamela Duecker Clark

Employer firm

Generations Wealth, LLC CRD 173352

$308M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• TAX COMPLIANCE & PLANNING, INVESTMENT PLANNING & MANAGEMENT, FAMILY OFFICE SERVICES, LEGACY REVIEW

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

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

Current Employers

Employment History

• 09/2014 → Present
  Generations Wealth, Llc (Formerly Known As Altiora Group, Llc)
  Mason, OH

Previous Registrations

• 2006-08-08 → 2015-10-02
  Generations Wealth
  Mason, OH

Other Businesses

PAMELA IS AN OUTSOURCED CFO FOR NEW VISTA PARTNERS, LLC, WHICH IS AN INVESTMENT PARTNERSHIP OF ROMANIAN REAL ESTATE, AND ITS SUBSIDIARIES. IN ADDITION, SHE IS ALSO ON THE BOARD OF A NON-PROFIT ORGANIZATION CALLED ROMANIA ONE WHICH PROMOTES DEMOCRACY VIA EDUCATION WITHIN ROMANIA. SHE SPENDS ABOUT 8 HRS/MO. HER DUTIES ARE FINANCIAL RELATED.

Designations

• Certified Financial Planner

Other Names

• Pamela Lynn Duecker