CoverProfile

Pamela Bakos

Managing Principal & Senior Investment Advisor Representative

Bay Colony Advisors

United States, California, Concord

About Me

Pamela J. Bakos is a Senior Investment Advisor Representative of Bay Colony Advisors. She specializes in Retirement Planning, Estate Planning, Insurance, and Annuity Investments. She works with investors who wish to pursue higher returns than can be obtained via short-term fixed income investments, while seeking to actively manage the risks that come with equity investing. She also works with clients who wish to explore the many advantages of insurance and annuity products as part of their overall financial planning. Pamela has spent over 30 years advising clients on their financial investments while affiliated with Winslow Evans & Crocker, A.G. Edwards, Paine Webber, Dean Witter and LF Roth
View more

Profile Information

Managing Principal & Senior Investment Advisor Representative

Bay Colony Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Concord

California

United States

May 15, 2024

More profiles to browse

JC
James Catacchio
Executive Vice President, Registered Principal and Chief Operations Officer
Profile Photo
Thomas M. Sliney
Investment Advisor Representative
PG
Peter Grose
Investment Advisor Representative and CFP/Financial Planner
Profile Photo
John W. Ohl
Chief Executive Officer, Chief Compliance Officer, Managing Principal, President

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale