Valerie Palmer, financial advisor Greenwood Village CO
93 score

Valerie Palmer

CRD Number: 5316958
Current Firm: Strategic Advisers, Inc.

Valerie Palmer (CRD# 5316958) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Greenwood Village, CO Jun 2013 - Current 3
Unemployed Denver, CO Nov 2012 - Jun 2013 < 1
Sassy Golf Denver, CO Nov 2012 - Jun 2013 < 1
Morgan Stanley Smith Barney Englewood, CO Jun 2009 - Oct 2012 3
Citigroup Global Markets, Inc. Englewood, CO Jan 2008 - Jun 2009 1
J Kelly And Associates Englewood, CO Aug 2007 - Jan 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Oct 2004 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Valerie Palmer
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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, 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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