Palmi Moller, financial advisor Denver CO
89 score

Palmi Moller

CRD Number: 6128341
Current Firm: Personal Capital Advisors Corporation

Palmi Moller (CRD# 6128341) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Denver, CO Mar 2014 - Current 2
Northwestern Mutual Investment Services, LLC Broomfield, CO Oct 2012 - Mar 2014 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2012 - Mar 2014 1
Unemployed Broomfield, CO Jan 2012 - Oct 2012 < 1
University Of New Mexico Albuquerque, NM Aug 2007 - Dec 2011 4
Us Army Corps Of Engineers Albuquerque, NM Aug 2010 - Jan 2011 < 1
Chamisa Mesa High School Albuquerque, NM Aug 2003 - May 2007 3
Taos Cow Taos, NM Aug 2006 - Dec 2006 < 1
Stakeout Bar And Grill Taos, NM May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Palmi W. Moller
Phone Number: 415-800-5922
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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