Alexis And Palmer Financial Advisors LLC

Alexis And Palmer Financial Advisors LLC (CRD# 130518) is a financial advisory firm headquartered in Palo Alto, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alexis And Palmer Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth S. Alexis
CRD#: 2170827
Palo Alto, CA
93
Wealthminder
score

Elizabeth Alexis (CRD# 2170827) is an Investment Advisor Representative working at Alexis And Palmer Financial Advisors LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.

2
Jessica Palmer
CRD#: 4758068
Palo Alto, CA
75
Wealthminder
score

Jessica Palmer (CRD# 4758068) is an Investment Advisor Representative working at Alexis And Palmer Financial Advisors LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

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