Fred Alton Palmer

Employer firm

Palmer Wealth Management LLC CRD 286692

$43.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2006 → 12/2016
  Lpl Financial Llc Dba Palmer Financial Strategies
  Prairieville, LA
• 02/2017 → Present
  Palmer Wealth Management Llc
  Prairieville, LA
• 01/2017 → Present
  Fred Palmer, Sole Proprietor
  Prairieville, LA
• 12/2006 → Present
  Fred Palmer Consulting Llc
  Prairieville, LA

Previous Registrations

• 2007-01-16 → 2016-12-31
  Lpl Financial Llc
  Baton Rouge, LA
  Prairieville, LA
  San Diego, CA
  Prairieville, LA
• 2004-05-04 → 2006-11-09
  Citigroup Global Markets Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

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%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-22
• S63 Uniform Securities Agent State Law Examination
  1996-01-17

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Fred Alton Palmer