Fred Palmer (CRD# 1755884) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 28 years of experience in the finance industry. Fred Palmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palmer Wealth Management LLC | Prairieville, LA | Feb 2017 - Current | 7 |
| Fred Palmer, Sole Proprietor | Prairieville, LA | Jan 2017 - Current | 7 |
| Fred Palmer Consulting LLC | Prairieville, LA | Dec 2006 - Current | 17 |
| Lpl Financial Llc Dba Palmer Financial Strategies | Prairieville, LA | Dec 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management30MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$300,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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