Angela PalaciosCRD Number: 3108020
Current Firm: Center For Financial Planning Inc.
Angela Palacios (CRD# 3108020) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 17 years of experience in the finance industry. Angela Palacios 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.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
|Center For Financial Planning||Southfield, MI||Aug 2012 - Current||4|
|Raymond James Financial Services||Southfield, MI||Sep 2008 - Current||8|
|Unemployed||Howell, MI||Oct 2007 - Sep 2008||< 1|
|Unemployed||Bergisch-gladbach,||Jul 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management729MILLIONS
Total Number of Accounts2,510ACCOUNTS
Average Account Value$290,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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