Brian Palmiter, financial advisor Factoryville PA

Brian Palmiter

CRD Number: 2351860
Current Firm: Ameritas Advisory Services, LLC

Brian Palmiter (CRD# 2351860) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Factoryville, PA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Ameritas Investment Corp Lincoln, NE Jan 1997 - Current 27
Palmiter Financial Factoryville, PA May 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
Contact Info for Brian Palmiter
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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