Teresa Palmer
CRD Number: 1455601Current Firm: United Planners' Financial Services Of America A Limited Partner
Teresa Palmer (CRD# 1455601) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Willow Park, TX and has over 36 years of experience in the finance industry.
CRD# 6303332
J.p. Morgan Securities LLC
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vidafy | Willow Park, TX | Sep 2023 - Current | < 1 |
| Teresa Palmer | Willow Park, TX | Sep 2023 - Current | < 1 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Sep 2020 - Current | 3 |
| Teresa Palmer | Willow Park, TX | Jul 1988 - Current | 35 |
| Kms Financial Services, Inc. | Seattle, WA | Oct 2016 - Sep 2020 | 3 |
| Palmer Nunn Wealth Management | Fort Worth, TX | Jan 2014 - Sep 2020 | 6 |
| Wfg Investments, Inc. | Fort Worth, TX | Jan 2014 - Oct 2016 | 2 |
| Wfg Advisors, LP | Fort Worth, TX | Jan 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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