Michael PalmerCRD Number: 6408843
Current Firm: Ark Royal Wealth Management
Michael Palmer (CRD# 6408843) is an Investment Advisor Representative working at Ark Royal Wealth Management in Raleigh, NC and has 1 year of experience in the finance industry. Michael 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.
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|Ark Royal Wealth Management, LLC||Raleigh, NC||Mar 2015 - Current||2|
|Woodward Financial Advisors, Inc.||Raleigh, NC||Oct 2014 - Mar 2015||< 1|
|Trust Company Of The South||Raleigh, NC||Jun 2002 - Oct 2014||12|
Total Assets Under Management39MILLIONS
Total Number of Accounts83ACCOUNTS
Average Account Value$467,470
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops