James Palmiotto, financial advisor Springhill FL

James Palmiotto

CRD Number: 6712587
Current Firm: Bankers Life Advisory Services, Inc.

James Palmiotto (CRD# 6712587) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Springhill, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Securities Tarpon Springs, FL Oct 2016 - Current 5
Bankers Life & Casualty Spring Hill, FL Sep 2012 - Current 9
Jpalms Landscapin Spring Hill, FL Feb 2006 - May 2014 8
Timber Pines Spring Hill, FL Sep 2009 - Aug 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James R. Palmiotto
Phone Number: 844-553-9083
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    791
    MILLIONS
  • Total Number of Accounts
    5,517
    ACCOUNTS
  • Average Account Value
    $143,329
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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