Robert Palmer, financial advisor Mooresville NC
93 score

Robert Palmer

CRD Number: 5611715
Current Firm: Suntrust Investment Services, Inc.

Robert Palmer (CRD# 5611715) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Mooresville, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2013 - Current 3
Fifth Third Securiites Cornelius, NC May 2010 - Jul 2013 3
Merrill Lynch Charlotte, NC Oct 2008 - May 2010 1
First Carolina Capital Charlotte, NC May 2007 - Oct 2008 1
Unemployed Charlotte, NC Dec 2006 - May 2007 < 1
Key Point Lending Charlotte, NC Jun 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Robert M. Palmer
Phone Number: 404-813-8981
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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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