William Palmer (CRD# 5700161) is an Investment Advisor Representative working at Coyle in Naples, FL and has over 14 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coyle Financial Counsel | Glenview,, IL | Jul 2020 - Current | 3 |
| Bb&t Securities, LLC | Richmond, VA | Jun 2018 - Jun 2020 | 2 |
| Bb&t Investments | Charlotte, NC | Jun 2018 - Jun 2020 | 2 |
| Bb&t Bank | Fort Myers, FL | Jun 2018 - Jun 2020 | 2 |
| Suntrust Advisory Services | Atlanta, FL | Sep 2016 - Jun 2018 | 1 |
| Suntrust Bank | Fort Myers, FL | May 2015 - Jun 2018 | 3 |
| Suntrust Investment Services, Inc. | Atlanta, GA | May 2015 - Jun 2018 | 3 |
| Fifth Third Securities | Fort Myers, FL | May 2014 - May 2015 | 1 |
| Suntrust Bank | Fort Myers, FL | Jul 2012 - May 2014 | 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- FL
-
Total Assets Under Management823MILLIONS
-
Total Number of Accounts2,282ACCOUNTS
-
Average Account Value$360,668
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, FL, IL, IN, NC, NE, NY, TN, TX, VA, WI
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