Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
31 years
Location
Forney, TX
Wells Fargo Clearing
Institution
Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She previously worked at Prudential Equity Group, LLC for eight years before joining Wells Fargo in 2016. Outside of her advisory role, she is involved in a jewelry making and sales business operated jointly with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale assets under management with brokerage and advisory solutions supported by research and analytics.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Forney, TX
Forney TX
Advisors at this office
1
Texas
31 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
San Antonio, TX
Prudential Equity Group, LLC
1995 - 2003 • 8 years
San Antonio, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Garland, TX
Dallas Money Management LLC
John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.
Series 63, Series 65
Garland, TX
Scott and Associates of Texas, Inc.
William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.
Series 65
Dallas, TX
ACI Wealth Advisors
James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.
Series 65
Rockwall, TX
Blanck Financial
Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.
Series 63, Series 66
Rockwall, TX
Rockwall Wealth Advisors
Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. Rockwall Wealth Advisors is an independent, single-advisor firm managing approximately $36 million in discretionary client assets for individual and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates fundamental analysis for outside manager recommendations, and provides comprehensive financial planning and participant account management services.
Series 63, Series 65
Rockwall, TX
Wilson Investment Services
Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Wilson Investment Services since 2014. Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing both technical/charting analysis and fundamental methods. The firm’s approach includes long-term strategies complemented by occasional short-term trading, covered-call overlays, and ETF hedges, with a client focus that includes mutual funds, equities, ETFs, fixed income, publicly traded REITs, and unit investment trusts.
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