David Palm, financial advisor Fort Collins CO
93 score

David Palm

CRD Number: 5482955
Current Firm: Wells Fargo Advisors, LLC

David Palm (CRD# 5482955) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Collins, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Fort Collins, CO Jul 2013 - Current 4
Wells Fargo Advisors LLC Fort Collins, CO Jul 2013 - Current 4
Turning Point Center For Youth Fort Collins, CO Oct 2008 - Current 9
Red Stone Properties, LLC Fort Collins, CO Jun 2006 - Current 11
Unemployed Fort Collins, CO May 2013 - Jun 2013 < 1
Eger Cpa Fort Collins, CO Feb 2013 - Apr 2013 < 1
Shaw & Associates, Cpa Fort Collins, CO Sep 2008 - Jan 2013 4
Cambridge Investment Research, Inc. Fairifield, IA Oct 2009 - Dec 2012 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2009 - Dec 2012 3
Quality Installation & Furniture Repair Fort Collins, CO Nov 2008 - Dec 2009 1
Investment Advisors International, Inc. Fort Collins, CO Nov 2008 - Oct 2009 < 1
Mowers Financial Services Fort Collins, CO Jun 2008 - Oct 2009 1
Wfg Fort Collins, CO Jan 2008 - Oct 2009 1
Wgs Fort Collins, CO Jan 2008 - Oct 2009 1
Wells Fargo Financial Fort Collins, CO May 1998 - Dec 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for David B. Palm
Phone Number: 314-875-3000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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

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