Palladium Registered Investment Advisors

Palladium Registered Investment Advisors (CRD# 145076) is a financial advisory firm headquartered in Norfolk, VA. They manage $1,804,683,240 in 1,720 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,805
    MILLION
  • Total Number of Accounts
    1,720
    ACCOUNTS
  • Average Account Value
    $1,049,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, CT, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV

Financial Advisors at Palladium Registered Investment Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Caroline S. Oliver
CRD#: 1411748
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
96
Wealthminder
score

Caroline Oliver (CRD# 1411748) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 32 years of experience in the finance industry. Caroline Oliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dickinson B. Phillips
CRD#: 500474
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
96
Wealthminder
score

Dickinson Phillips (CRD# 500474) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 34 years of experience in the finance industry. Dickinson Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Katherine C. Willis
CRD#: 2050906
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
96
Wealthminder
score

Katherine Willis (CRD# 2050906) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 26 years of experience in the finance industry.

4
Michael P. Disharoon
CRD#: 5484090
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
93
Wealthminder
score

Michael Disharoon (CRD# 5484090) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 9 years of experience in the finance industry.

5
Jonathan E. Morris
CRD#: 4003870
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
93
Wealthminder
score

Jonathan Morris (CRD# 4003870) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 12 years of experience in the finance industry.

6
Walker W. Phillips
CRD#: 5620609
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
93
Wealthminder
score

Walker Phillips (CRD# 5620609) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 8 years of experience in the finance industry.

7
Rhonda W. Robinett
CRD#: 4862668
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
93
Wealthminder
score

Rhonda Robinett (CRD# 4862668) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 13 years of experience in the finance industry.

8
John C. Benedict
CRD#: 1745619
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
90
Wealthminder
score

John Benedict (CRD# 1745619) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has 1 year of experience in the finance industry.

9
Reed P. Foster
CRD#: 6556473
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
90
Wealthminder
score

Reed Foster (CRD# 6556473) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has 1 year of experience in the finance industry.

10
Henry U. Harris
CRD#: 831357
999 Waterside Drive, Suite 1000, Norfolk, VA 23510
90
Wealthminder
score

Henry Harris (CRD# 831357) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.