Fred PalmerCRD Number: 1369977
Current Firm: Cuna Brokerage Services, Inc.
Fred Palmer (CRD# 1369977) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tallahassee, FL and has over 21 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2013 - Current||4|
|Cuna Mututal Group||Waverly, IA||Jun 2013 - Current||4|
|Burns-fazzi Brock And Associates||Charlotte, NC||Dec 2011 - May 2013||1|
|Nfp Securities, Inc.||Charlotte, NC||Nov 2007 - Apr 2013||5|
|Nfp Executive Benefits||Tallahassee, FL||Nov 2007 - Nov 2011||4|
|Lpl Financial Institution Services||Charlotte, NC||Feb 2007 - Nov 2007||< 1|
|Superior Bank||Tallahassee, FL||Jan 2006 - Nov 2006||< 1|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Jan 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV