Nathan PalmerCRD Number: 5106117
Current Firm: Royal Alliance Associates, Inc.
Nathan Palmer (CRD# 5106117) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Tulsa, OK and has over 12 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Royal Alliance Associates, Inc.||Tulsa, OK||Nov 2015 - Current||6|
|First Independent Advisory Services, Inc.||Tulsa, OK||Apr 2010 - Jun 2016||6|
|First Independent Financial Services, Inc.||Tulsa, OK||Aug 2005 - Nov 2015||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
|S63||Uniform Securities State Law Examination||Jan 2016|
Total Assets Under Management28,249MILLIONS
Total Number of Accounts112,286ACCOUNTS
Average Account Value$251,584
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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