Robert PalmerCRD 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 8 years of experience in the finance industry.
Prospera Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|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|
|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|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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