Robert PalmerCRD Number: 5611715
Current Firm: Suntrust Advisory Services, Inc.
Robert Palmer (CRD# 5611715) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Mooresville, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2013 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Publication of periodicals or newsletters
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