Ryan Palmieri (CRD# 7440861) is an Investment Advisor Representative working at Avantax Advisory Services in Lexington Park, MD and has over 2 years of experience in the finance industry.
CRD# 5048590
Truist Advisory Services, Inc.
CRD# 6365298
Edward Jones
CRD# 3183397
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Lexington Park, MD | Feb 2022 - Current | 2 |
| Avantax Investment Services, Inc. | Lexington Park, MD | Oct 2021 - Current | 2 |
| Karen E. Price Financial Management LLC | Lexington Park, MD | Feb 2017 - Current | 7 |
| Saint Mary's College | Saint Mary's City, MD | Aug 2017 - May 2021 | 3 |
| Saint Mary's Ryken High School | Leonardtown, MD | Aug 2013 - May 2017 | 3 |
| Nicolletti's Pizza | Lexington Park, MD | Aug 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MD
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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