Bethany Palmer, financial advisor Colorado Springs CO
93 score

Bethany Palmer

CRD Number: 1987183
Current Firm: Envoy Advisory, Inc.

Bethany Palmer (CRD# 1987183) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Envoy Advisory, Inc. Colorado Springs, CO Jul 2011 - Current 5
Envoy Securities Colorado Springs, CO Jul 2011 - Current 5
Lincoln Investment Planning, Inc. Colorado Springs, CO Mar 1997 - Jul 2011 14
#ia Lincoln Investment Planning, Inc. Wyncote, PA Mar 1997 - Jul 2011 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Bethany B. Palmer
Phone Number: 719-268-2711
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    1,800
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, VI, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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