John PalmCRD Number: 1185127
Current Firm: Crossplan Money Management
John Palm (CRD# 1185127) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 22 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Palm Investment Services, Inc.||Seminole, FL||Jan 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management63MILLIONS
Total Number of Accounts403ACCOUNTS
Average Account Value$156,580
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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