John Palmer (CRD# 723541) is an Investment Advisor Representative working at Bfc Planning, Inc. in Salem, OR and has 1 year of experience in the finance industry. John 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# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities Management & Research, Inc. | Salem, OR | Sep 2019 - Current | 4 |
| Bfc Planning, Inc. | Salem, OR | Sep 2019 - Current | 4 |
| Scf Securities, Inc. | Fresno, CA | Jun 2019 - Aug 2019 | < 1 |
| Scf Investment Advisors, Inc. | Fresno, CA | Jun 2019 - Aug 2019 | < 1 |
| Unemployed | San Jose, CA | May 2019 - May 2019 | < 1 |
| National Asset Management, Inc. | San Jose, CA | Jun 2010 - Apr 2019 | 8 |
| National Securities Corp | San Jose, CA | May 2010 - Apr 2019 | 8 |
- OR
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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