Kurt PalosCRD Number: 6063745
Current Firm: Saxony Capital Management, LLC
Kurt Palos (CRD# 6063745) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Saxony Securities Inc.||St. Louis, MO||May 2012 - Current||5|
|Patrick Capital Markets||St. Louis, MO||Sep 2012 - Dec 2012||< 1|
|Maxim Healthcare Services||St. Louis, MO||Jan 2010 - Apr 2012||2|
|Best Buy||Cape Girardeau, MO||Apr 2008 - Dec 2009||1|
|Rogers Jewelers||Cape Girardeau, MO||Sep 2006 - May 2009||2|
|Student||Cape Girardeau, MO||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management185MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$363,273
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AR, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MO, MT, NE, NH, NJ, NY, OH, PA, TX, WI