Stanley Palmer, financial advisor Steilacoom WA

Stanley Palmer

CRD Number: 4340239
Current Firm: Marvin & Palmer Associates

Stanley Palmer (CRD# 4340239) is an Investment Advisor Representative working at Marvin & Palmer Associates in Steilacoom, WA and has 1 year of experience in the finance industry.

Similar Advisors
Kevin Byrne, financial advisor Steilacoom WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Steilacoom WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Kye Abraham, financial advisor Steilacoom WA
Kye A. Abraham
CRD# 872944
Abraham & Company, Inc.
Professional Designations
Company Name Location Dates Years
Marvin & Palmer Associates, Inc. Wilmington, DE Jul 1986 - Current 37

Stanley Palmer has no recent exams reported.
Contact Info for Stanley Palmer
Phone Number: 302-573-3570
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $8,628,264
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

DE

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.