Robert Palma, financial advisor Royal Oak MI
89 score

Robert Palma

CRD Number: 6117326
Current Firm: Legend Advisory Corporation

Robert Palma (CRD# 6117326) is an Investment Advisor Representative working at Legend Advisory Corporation in Royal Oak, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Jan 2016 - Current < 1
Legend Advisory Corporation Palm Beach Gardens, FL Jan 2016 - Current < 1
Bank Of America, N.a. Bloomfield Hills, MI Aug 2014 - Jan 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI Jan 2013 - Jan 2016 3
Oakland University Rochester, MI Aug 2010 - Jan 2013 2
Raymond James Southfield, MI Aug 2012 - Dec 2012 < 1
Michigan State University East Lansing, MI Aug 2008 - Dec 2010 2
Oakland Community College Auburn Hills, MI Jun 2006 - Aug 2008 2
Pizza Hut Rochester, MI Dec 2005 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Robert A. Palma
Phone Number: (866) 774-8671
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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