Joel Palmbos, financial advisor Zeeland MI
88 score

Joel Palmbos

CRD Number: 6349872
Current Firm: Cambridge Investment Research Advisors, Inc.

Joel Palmbos (CRD# 6349872) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Zeeland, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2014 - Current 2
Sii Investments, Inc. Zeeland, MI Jun 2014 - Nov 2014 < 1
Blimpies Zeeland, MI Dec 2013 - May 2014 < 1
Ottawa Improvements Zeeland, MI Apr 2013 - Nov 2013 < 1
Horizen Home Ext. Allendale, MI Sep 2012 - Mar 2013 < 1
Mass Mutual Grand Rapids, MI Jun 2012 - Aug 2012 < 1
Student Mount Pleasant, MI Aug 2008 - May 2012 3
Blimpies Zeeland, MI Apr 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Joel Palmbos
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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