Baldasaro Palmentere, financial advisor Kansas City MO

Baldasaro Palmentere

CRD Number: 1903647
Current Firm: Cambridge Investment Research Advisors, Inc.

Baldasaro Palmentere (CRD# 1903647) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kansas City, MO and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2014 - Current 9
Cambridge Investment Research Advisors Inc. Fairfield, IA May 2014 - Current 9
Securities America Inc. Gladstone, MO Apr 2014 - May 2014 < 1
Securities America Advisors Gladstone, MO Apr 2014 - May 2014 < 1
Linsco Private Ledger Kansas City, MO Mar 2004 - Apr 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Baldasaro B. Palmentere
Phone Number: 641-472-5100
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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