Glendale, AZ Office

Team
Updated today

Client AUM

$7,892,740,504

Clients

30,867

Advisors

2

Of 487 advisors across 206 offices

Location

7055 West Bell Road, Suite 12

Glendale AZ 85308

Advisors at this office

2

Advisors at this office

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Pamela P

Series 63, Series 65

Glendale, AZ

J. W. Cole Advisors, Inc.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Kimberle D

Series 66

Glendale, AZ

J. W. Cole Advisors, Inc.

Kimberle Dyer is a financial advisor with J. W. Cole Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and over 21 years of industry experience. She has been with J. W. Cole Advisors and its affiliated entities since 2014 and has also been associated with Life Investors since 2004. Outside of her advisory role, she is involved with Executive Women International and co-owns a business consulting firm focused on business consulting, estate preparation, social security fundamentals, and tax planning, and she works part-time as a blackjack dealer for an entertainment company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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