Williams Palmer

Williams Palmer (CRD# 119086) is a financial advisory firm headquartered in Bellevue, WA. They manage $62,271,718 in 211 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
777 108th Avenue Ne, Suite 2130, Bellevue, WA 98004
http://www.williamspalmer.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $295,127
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, TX, WA

Financial Advisors at Williams Palmer
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Palmer, financial advisor Scottsdale AZ
Ryan M. Palmer
CRD#: 3143404
8585 East Hartford Drive, Suite 106, Scottsdale, AZ 85255
96
Wealthminder
score

Ryan Palmer (CRD# 3143404) is an Investment Advisor Representative working at Williams Palmer in Scottsdale, AZ and has over 18 years of experience in the finance industry. Ryan Palmer 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
Graham Williams, financial advisor Scottsdale AZ
Graham P. Williams
CRD#: 2601211
8585 East, Suite 106, Scottsdale, AZ 85255
96
Wealthminder
score

Graham Williams (CRD# 2601211) is an Investment Advisor Representative working at Williams Palmer in Scottsdale, AZ and has over 22 years of experience in the finance industry. Graham Williams 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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