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Inactive

Pamela K Linderman

Financial Coaching Partners LLC

Somis, CA

CRD 3186167

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Employer firm

Financial Coaching Partners LLC CRD 152306

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

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

Current Employers
Financial Coaching Partners Llc

Somis, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-12

Branch Locations

Somis, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
Financial Coaching Partners, Llc Somis CA 06/2026 Present
Osaic Wealth, Inc. Culver City CA 09/2023 11/2023
Lpl Financial Culver City CA 11/2023 04/2026
Pam Linderman Ria Culver City CA 05/2026 Present
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 06/2026 → Present
    Somis, CA
  • 09/2023 → 11/2023
    Culver City, CA
  • 11/2023 → 04/2026
    Lpl Financial
    Culver City, CA
  • 05/2026 → Present
    Pam Linderman Ria
    Culver City, CA
Previous Registrations
  • 2023-11-28 → 2026-05-15
    San Diego, CA
    Culver City, CA
    Culver City, CA
  • 2023-09-01 → 2023-12-03
    Culver City, CA
  • 2017-01-30 → 2023-09-01
    Osaic Services, Inc.
    Culver City, CA
  • 2002-06-28 → 2005-07-07
    Independent Capital Management
    Los Angeles, CA
Other Businesses

1) 10/2023 - One World Financial & Insurance Agency - Insurance Agency - Inv. Related - Culver City, CA - Owner - Start Date 01/13/2006 - 8hrs/month - 20% time spent 2) 10/2023 - No Business Name - TRUST RELATED SERVICES - Non-inv. Related - Culver City, CA - Estate Planning - Start Date 05/01/2003 - 0hrs/month - 1% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-13
S63 Uniform Securities Agent State Law Examination 1999-02-27
  • S66 Uniform Combined State Law Examination
    2017-06-13
  • S63 Uniform Securities Agent State Law Examination
    1999-02-27

View on SEC IAPD

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