Christopher Baum (CRD# 4700030) is an Investment Advisor Representative working at Palermo Wealth Management, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palermo Wealth Management LLC | Austin, TX | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- NV
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$137,798
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NV, TX
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