Kyra PalmerCRD Number: 5322792
Current Firm: Oak Financial Group Inc.
Kyra Palmer (CRD# 5322792) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 10 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Oak Financial Group, Inc.||Stamford, CT||May 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management255MILLIONS
Total Number of Accounts882ACCOUNTS
Average Account Value$288,995
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT