Palisade Financial

Palisade Financial (CRD# 158695) is a financial advisory firm headquartered in , . They manage $13,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $130,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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 Palisade Financial
Showing 1 - 1 of 1 top financial advisors.
1
David J. Carroll
CRD#: 4077987
Oakland, CA
93
Wealthminder
score

David Carroll (CRD# 4077987) is an Investment Advisor Representative working at Palisade Financial in Oakland, CA and has over 16 years of experience in the finance industry.

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