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Bridget Elise Palmer

Commonwealth Financial Network

Fort Worth, TX

CRD 6411450

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-11-01
  • TX RA
    APPROVED
    Since 2019-11-01

Branch Locations

201 American Concourse Suite 310, Fort Worth, TX 76106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2014 11/2019
Commonwealth Financial Network Waltham MA 11/2019 Present
Palmer Wealth Group Waltham MA 04/2025 Present
Previous Registrations
  • 2015-01-05 → 2019-11-08
    Edward Jones
    Keller, TX
    St Louis, MO
    Fort Worth, TX
    Fort Worth, TX
    Ft Worth, TX
    Ft Worth, TX
Other Businesses

1. Fixed insurance sales; As of 10/15/19; Less than 1% time spent during regular business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-02
  • S66 Uniform Combined State Law Examination
    2015-01-02
Other Names
  • Bridget Elise Burns

View on SEC IAPD

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