Pamela Diane More

Employer firm

Six Sigma Wealth Advisors, LLC CRD 290674

$5.80M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 08/2011 → 12/2016
  Securities America, Inc
  Rockville, MD
• 08/2011 → 12/2016
  Verus Capital Partners, Llc
  Rockville, MD
• 01/2016 → 12/2017
  Liberty Partners Financial Services, Llc
  Bakersfield, CA
• 12/2017 → Present
  Six Sigma Wealth Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2017-01-12 → 2018-01-17
  Modern Capital Advisors, Llc
  Bethesda, MD
  Raleigh, NC
• 2011-08-03 → 2017-01-09
  Verus Capital Partners, Llc
  Bethesda, MD
• 2011-08-03 → 2014-12-31
  Verus Capital Partners, Llc
  Rockville, MD
• 2010-10-01 → 2011-12-12
  Research Financial Strategies
  Rockville, MD
• 1997-11-02 → 2011-04-28
  Lpl Financial Llc
  Silver Spring, MD
  Augusta, ME
  Rockville, MD
  Washington, DC

Other Businesses

PEANUT'S PLACE/DOG SITTING;WALKING--OWNER 0% TIME SPENT DECISION DYNAMICS - HEALTH INSURANCE SALES - AGENT - START DATE: 06/2011 - LOCATED AT 9375 E Shea Blvd Suite 100, SCOTTSDALE, AZ 85260 - 1% TIME SPENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-04
• S63 Uniform Securities Agent State Law Examination
  1985-01-29

Other Names

• Pamela Diane Moe More
• Pamela Diane Grimmer
• Pamela Diane Dawson
• Pamela D Bucher
• Pamela More Bucher