Nicholas Palmer (CRD# 7795788) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in London, Mayfair, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Atlanta, GA | Apr 2023 - Current | 1 |
| Peregrine & Black | London, Mayfair, | Oct 2017 - Current | 6 |
| Unemployed | London, | Sep 2017 - Oct 2017 | < 1 |
| Just Retirement Plc | Surrey, | Jul 2017 - Sep 2017 | < 1 |
| Unemployed | London, | Jan 2017 - Jun 2017 | < 1 |
| Attivo Group | London, | Mar 2015 - Jan 2017 | 1 |
| Raymond James Investment Services | London, | Oct 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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