Pamela Tate has been an investment adviser representative at Power Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
Power Wealth Management LLC is an Alpharetta, GA firm with $430M under management, 253 clients and 6 advisers across 3 offices, as of its September 2026 filing.
- Power Wealth ManagementCurrent– present · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 315101
Investment adviser representative registrations
Pamela Tate is registered as an investment adviser representative in Georgia, since February 2024.
- GeorgiaSince 2 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 January 2024 |
| Series 57TO | Securities Trader Exam | 7 June 2022 |
| SIE | Securities Industry Essentials Examination | 23 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Full name
- Pamela M Tate
- CRD
- 7504099
- Firm
- Power Wealth Management · CRD 315101
- Office
- 2400 LAKEVIEW PKWY, SUITE 675, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Pamela Tate work?
Pamela Tate is an investment adviser representative registered through Power Wealth Management LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Pamela Tate a financial advisor?
Yes. Pamela Tate has a current investment-adviser registration in Georgia, through Power Wealth Management since February 2024.
How many years of experience does Pamela Tate have?
Pamela Tate has 4 years in the financial industry, since July 2022, across 1 adviser firm.
What exams has Pamela Tate passed?
Pamela Tate has passed 3 licensing exams: the SIE, Series 57TO and Series 65. The earliest, the SIE, was passed in March 2022.
Where is Pamela Tate based?
Pamela Tate’s registered office is in Alpharetta, GA.
Is Pamela Tate registered with FINRA?
No. Pamela Tate has no current broker registration.
How can I verify Pamela Tate’s record?
Search CRD 7504099 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Pamela Tate’s full registration record.
