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).

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 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 17 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
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 21 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.

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