Kristi PalmerCRD Number: 1288464
Current Firm: U.s. Bancorp Investments, Inc.
Kristi Palmer (CRD# 1288464) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Duluth, MN and has over 25 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Commonwealth Financial Network
On Investment Management Co
|U.s. Bancorp Investments, Inc.||Plymouth, MN||Feb 2013 - Current||3|
|Unemployed||Plymouth, MN||Oct 2012 - Feb 2013||< 1|
|Morgan Stanley Smith Barney||San Diego, CA||Mar 2011 - Oct 2012||1|
|Unemployed||Escondido, CA||Dec 2010 - Mar 2011||< 1|
|Bank Of America, Na||San Jose, CA||Jan 2010 - Dec 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Jose, CA||Oct 2009 - Dec 2010||1|
|Banc Of America Insurance Services, Inc.||San Jose, CA||Aug 2005 - Dec 2010||5|
|Banc Of America Investment Services, Inc.||San Jose, CA||Aug 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- 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)
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