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17531 Old Jefferson Highway Suite B, Prairieville, LA 70769 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-13 |
| LA | RA | APPROVED | 2017-02-21 |
Branch Locations
17531 Old Jefferson Highway Suite B, Prairieville, LA 70769 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc Dba Palmer Financial Strategies | Prairieville | LA | 12/2006 | 12/2016 |
| Palmer Wealth Management Llc | Prairieville | LA | 02/2017 | Present |
| Fred Palmer, Sole Proprietor | Prairieville | LA | 01/2017 | Present |
| Fred Palmer Consulting Llc | Prairieville | LA | 12/2006 | Present |
1. 12/2006: Fred Palmer Consulting, LLC - Non-Investment Related - Other-JD/CPA/Business Consulting - Time Spent 5% - Owner. 2. 01/2017: Fred Palmer, Sole Proprietor- Investment Related - Insurance Agent - At Reported Business Location(s) - Time Spent 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
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