Larry Palmer (CRD# 2498036) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in San Diego, CA and has over 29 years of experience in the finance industry. Larry 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# 5769283
Paradigm Shift Financial, LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Apr 2022 - Current | 2 |
| Private Client Services | San Diego, CA | Jan 2022 - Current | 2 |
| 20/20 Financial Advisers - Palmer Group LLC | San Diego, CA | Dec 2017 - Jan 2023 | 5 |
| 20/20 Capital Management | Costa Mesa, CA | Nov 2015 - Jan 2023 | 7 |
| Ameritas Investment Corp. | Lincoln, NE | Oct 2003 - Jan 2022 | 18 |
| Ameritas Life Insurance Company | Lincoln, NE | Oct 2003 - Jan 2022 | 18 |
| 20/20 Financial Advisors A De Co | San Diego, CA | Jan 2000 - Nov 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- CA
- TX
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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