PE
PE

Pamela Cartwright Eckenrode

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

4821 E. 2nd Street, Long Beach, CA, 90803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Pamela is a partner/financial advisor at CLG, LLC, a registered investment advisor, dedicating about half of her time. She also works as an independent insurance agent and provides insurance advice, spending minimal time on these activities.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 1 mo
Clg LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
March 1998 - June 2023 · 25 yrs 3 mos
Cetera Advisor Networks LLCBroker
December 1995 - December 2023 · 28 yrs
State Registrations21 states
ARAZCACOFLGAHIIDILMAMDMNNCNVNYORSCTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.