Williams Palmer

Williams Palmer (CRD# 119086) is a financial advisory firm headquartered in Bellevue, WA. They manage $112,200,000 in 249 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $450,602
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 - 3 of 3 top financial advisors.
1
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 19 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 P. Williams
CRD#: 2601211
777 108th Avenue Ne, Suite 2130, Bellevue, WA 98004
96
Wealthminder
score

Graham Williams (CRD# 2601211) is an Investment Advisor Representative working at Williams Palmer in Bellevue, WA 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.

3
Kirk M. Tushaus
CRD#: 1024722
777 108th Avenue Ne, Suite 2130, Bellevue, WA 98004
59
Wealthminder
score

Kirk Tushaus (CRD# 1024722) is an Investment Advisor Representative working at Williams Palmer in Bellevue, WA and has over 36 years of experience in the finance industry.

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