Garrett Scott Palmer

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Retirement Security, Inc
  Storrs, CT
• 08/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING

Exams

• S66 Uniform Combined State Law Examination
  2019-05-17