Fred Palmer, financial advisor Tallahassee FL

Fred Palmer

CRD Number: 1369977
Current Firm: Lpl Financial LLC

Fred Palmer (CRD# 1369977) is an Investment Advisor Representative working at Lpl Financial LLC in Tallahassee, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Tallahassee, FL May 2022 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Jun 2013 - Current 10
Cuna Mututal Group Waverly, IA Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Fred M. Palmer
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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