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).
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Total Assets Under Management1,805MILLION
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Total Number of Accounts1,720ACCOUNTS
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Average Account Value$1,049,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.