John Palmer, financial advisor Salem OR

John Palmer

CRD Number: 723541
Current Firm: Bfc Planning, Inc.

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.

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Professional Designations
Company Name Location Dates Years
Securities Management & Research, Inc. Salem, OR Sep 2019 - Current 2
Bfc Planning, Inc. Salem, OR Sep 2019 - Current 2
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

John Palmer has no recent exams reported.
Contact Info for John K. Palmer
Phone Number: 319-447-5700
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,956
    MILLIONS
  • Total Number of Accounts
    9,031
    ACCOUNTS
  • Average Account Value
    $216,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WY

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