Adam Lawson Palmore

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2018 → 12/2018
  Raymond James Financial Services, Inc.
  Harrisonburg, VA
• 12/2018 → Present
  Raymond James Financial Services, Inc.
  Harrisonburg, VA
• 02/2014 → 02/2018
  Elite
  Taipei City
• 12/2008 → 02/2018
  David'S English Center
  Taipei City
• 04/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Harrisonburg, VA

Other Businesses

(1)Name of Business: Address: 402 Ott St, Harrisonburg, VA, 22801, United States Activity Type: Other Position/Title: Musician Investment Related: Yes Start Date: 07/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Play drums, write parts/songs, record parts/songs (2)Name of Business: Kathy Moran Financial Planning and Investment, LLC Address: 4149 Quarles Ct, Harrisonburg, VA, 22801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations Associate for Independent Business Entity.Assist FA/BM with establishing and servicing client accounts. Prepare account paperwork, open/edit/close accounts, place trades.Assist staff in special projects, technology coordination. (3)Name of Business: Kathy Moran Wealth Group Address: 4149 Quarles Ct, Harrisonburg, VA, 22801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Assist FA/BM with establishing and servicing client accounts. Prepare account paperwork, open/edit/close accounts, place trades. Assist staff in special projects, technology coordination.Assist FA/BM with GPM & financial planning for cients

Exams

• S66 Uniform Combined State Law Examination
  2019-04-17

Designations

• Certified Financial Planner