Mona PalmerCRD Number: 1913070
Current Firm: Wells Fargo Advisors, LLC
Mona Palmer (CRD# 1913070) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wells Fargo Advisors LLC||Saint Louis, MO||May 2009 - Current||8|
|Wachovia Securities, LLC||St. Louis, MO||Jan 2008 - May 2009||1|
|A.g. Edwards||St. Louis, MO||Dec 1988 - Jan 2008||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV