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Pamela Sue Harrison

Advisor at Secure Asset Management, L.L.C. — Simpsonville, SC

Updated today

Credentials

Series 66

Experience

21 years

Location

Simpsonville, SC 29680

Secure Asset Management, L.L.C. logo

Secure Asset Management, L.L.C.

Multi-team

Total advisors

54

Across 26 offices

Clients per advisor

53 Typical

Avg AUM per client

$302,612 Low

HNW client ratio

8% Low

About

Pamela Harrison is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Berthel Fisher & Company Financial Services. She also operates Harrison Financial, a separate financial advisory business based in Simpsonville, SC. Secure Asset Management primarily serves individual clients across a range of net worth levels, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and manages held-away employer accounts using third-party platforms.

Client services

Based on Secure Asset Management, L.L.C.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Secure Asset Management, L.L.C.

Income planning Options & derivatives strategies

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Fee options

Percentage

$0+: Up to 2.00% annually (negotiable, max 2%, or 0.50% quarterly) for SAM Investment Management Services $0+: 0.750% annually (0.1875% quarterly) for Third-Party Money Managers Trading Signals (portion paid to third-party managers up to 0.50%) $0 - $250,000: 0.90% annually (0.2250% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $250,001 - $500,000: 0.70% annually (0.1750% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $500,001 - $1,000,000: 0.40% annually (0.1000% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $1,000,001+: 0.27% annually (0.0675% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $0 - $1,000,000: 1.00% annually (0.2500% quarterly) for ERISA Section 3(38) Plan Investment Management Services $1,000,001 - $3,000,000: 0.75% annually (0.1875% quarterly) for ERISA Section 3(38) Plan Investment Management Services $3,000,001 - $5,000,000: 0.65% annually (0.1625% quarterly) for ERISA Section 3(38) Plan Investment Management Services $5,000,001+: 0.55% annually (0.1375% quarterly) for ERISA Section 3(38) Plan Investment Management Services

Other

Fee-only: Fees are negotiable; no commissions charged by SAM; no performance-based fees.

Location

See office

Simpsonville, SC

8 Dapple Gray Ct

Simpsonville SC 29680

Advisors at this office

1

Most active in

South Carolina

Work history

21 years of industry experience

Secure Asset Management, L.L.C.

2024 - Present • 2 years

Simpsonville, SC

Scf Securities, Inc

2021 - 2024 • 3 years

Fresno, CA

Scf Investment Advisors, Inc

2021 - 2024 • 3 years

Fresno, CA

Berthel Fisher & Company Financial Services, Inc.

2017 - 2021 • 4 years

Corona, NY

BFC Planning, Inc.

2017 - 2021 • 4 years

Corona, NY

Morgan Stanley Private Bank, National Association

2015 - 2017 • 2 years

New York, NY

Morgan Stanley

2014 - 2017 • 3 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Ramon Franklin is the president of Capital Focus, Inc., an independent advisory firm. He holds the CFP® designation and the Series 65 license, and has 16 years of industry experience. In addition to his advisory work, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. He is also the operating member of Cole Capital Management, LLC, which manages residential and commercial real estate. Capital Focus, Inc. provides fee-only investment counsel and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes asset allocation, diversification, and value-oriented stock selection within a primarily non-discretionary model, and is notable for its involvement in direct real estate investment and affiliated real estate management and development activities.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Tax-loss harvesting

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Richard D

Series 65

Simpsonville, SC

The Rich Group, LLC

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Passive / index investing
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Jason F

ChFC®, Series 63

Greenville, SC

J. Freeman & Associates

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Executive
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

Active portfolio management Options & derivatives strategies Private / alternative investments
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