Bethany Palmer (CRD# 1987183) is an Investment Advisor Representative working at Defined Wealth, Inc. in Colorado Springs, CO and has over 33 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Defined Wealth, Inc. | Colorado Springs, CO | Mar 2019 - Current | 5 |
| Defined Wealth, Inc. | Colorado Springs, CO | Jul 2016 - Current | 7 |
| Envoy Advisory, Inc. | Colorado Springs, CO | Dec 2011 - Feb 2018 | 6 |
| Envoy Securities | Colorado Springs, CO | Jul 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- CO
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts334ACCOUNTS
-
Average Account Value$201,925
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO
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