Gregory Palmer (CRD# 1337345) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 27 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Honolulu, HI | Apr 2019 - Current | 5 |
| Central Pacific Bank | Honolulu, HI | Apr 2019 - Current | 5 |
| Retired | Albuquerque, NM | Jun 2017 - Apr 2019 | 1 |
| American Savings Bank | Honolulu, HI | Mar 2015 - Jun 2017 | 2 |
| Lpl Financial LLC | Honolulu, HI | Mar 2015 - Apr 2017 | 2 |
| Fifth Third Securities | Chicago, IL | Oct 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- HI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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