Palmer Wealth Management LLC

Palmer Wealth Management LLC (CRD# 286692) is a financial advisory firm headquartered in Prairieville, LA. They manage $30,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Palmer Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Fred A. Palmer
CRD#: 1755884
17531 Old Jefferson Highway, Suite B, Prairieville, LA 70769

Fred Palmer (CRD# 1755884) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 28 years of experience in the finance industry.

2
Nicole A. Palmer
CRD#: 2255107
17531 Old Jefferson Highway, Suite B, Prairieville, LA 70769

Nicole Palmer (CRD# 2255107) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 30 years of experience in the finance industry.

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