Pamela Stamper Brandt

Employer firm

Sustainable Advisors Alliance LLC CRD 312061

$235M regulatory AUM 28 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/1998 → 03/2017
  College For Financial Planning
  Lewisville, NC
• 01/2008 → 04/2021
  Portfolio Resources Group, Inc.
  Miami, FL
• 04/2021 → Present
  Sustainable Advisors Alliance Llc
  Tulsa, OK
• 01/2008 → 04/2021
  Portfolio Resources Advisor Group
  Miami, FL

Previous Registrations

• 2008-01-03 → 2021-04-27
  Portfolio Resources Advisor Group, Inc.
  Lewisville, NC
  Coral Gables, FL
  Pfafftown, NC
  Winston-Salem, NC
  Fancy Gap, VA
• 2006-01-13 → 2007-12-31
  Financial West Group
  Newmarket, NH
  Lewisville, NC
  Troy, PA
  Lewisville, NC
• 2002-08-27 → 2006-01-13
  First Affirmative Financial Network Llc
  Lewisville, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-30
• S63 Uniform Securities Agent State Law Examination
  1981-04-22

Designations

• Certified Financial Planner

Other Names

• Pam Stamper
• Pam Sue Stamper-Brandt
• Pamela Sue Stamper