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 9 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