Erick Palacios (CRD# 4557570) is an Investment Advisor Representative working at Plan To Prosper Wealth Management in Ormond Beach, FL and has over 9 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Plan To Prosper Wealth Management | Ormond Beach, FL | Aug 2023 - Current | < 1 |
Xcel Wealth Management, LLC | Daytona Beach, FL | Dec 2014 - Aug 2023 | 8 |
Palacios Wealth Management, LLC | Holly Hill, FL | Oct 2014 - Aug 2023 | 8 |
Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Aug 2019 | 4 |
Floridian Bank | Ormond Beach, FL | Apr 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- FL
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$199,311
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL
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