Christopher Palmer (CRD# 1547110) is an Investment Advisor Representative working at Benson Avenue Capital, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benson Avenue Capital, LLC | Sarasota, FL | Jan 2018 - Current | 6 |
| Benson Avenue Capital, LLC | Sarasota, FL | Apr 2017 - Current | 7 |
| Benson Avenue Capital LLP | London, | Jul 2015 - Jun 2017 | 1 |
| None | London, | Dec 2014 - Jul 2015 | < 1 |
| Janus Henderson Investment Management | London, | Jul 1995 - Dec 2014 | 19 |
- FL
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$1,643,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.