Pamela Franklin
Milestone Investments Columbus · Pensacola, Florida
Pamela Franklin is a fee-only financial advisor at Milestone Investments Columbus in Pensacola, Florida. Pamela focuses on retirement planning. Milestone Investments Columbus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Milestone Investments Columbus |
|---|---|
| Based in | Pensacola, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.69B across 4,324 accounts |
| SEC registration | Investment adviser representative in AL, FL · CRD 5333319 |
| Exams passed | Series 66 (2007) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | milestoneig.com |
How Pamela's firm compares
- Milestone Investments Columbus's average account is about $391,000, from its Form ADV (assets managed divided by 4,324 accounts).
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Questions about Pamela
Is Pamela Franklin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and Milestone Investments Columbus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pamela charge for financial advice?
Pamela's firm, Milestone Investments Columbus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Pamela Franklin based?
Pamela Franklin is based in Pensacola, Florida.
What does Pamela specialize in?
Pamela's specialties include retirement planning. Pamela works with pre-retirees.
Is Pamela Franklin registered with the SEC?
Yes. Pamela Franklin is registered as an investment adviser representative in AL and FL (CRD 5333319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Milestone Investments Columbus manage?
Milestone Investments Columbus reports $1.69B across 4,324 accounts in assets under management.
How do I contact Pamela Franklin?
Through Pamela's website, milestoneig.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Milestone Investments Columbus website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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