Phillip Palmer
Phillip Palmer is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Tulsa, OK, with 43 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6660 S Sheridan Rd, Suite 260, Tulsa, OK, 74133
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Regulatory History (1)
Regulatory
December 2016Other Business ActivitiesSells Insurance
Phillip owns First Independent Insurance Agency, Inc., selling life and health insurance products, and 520 Associates LLC, where he works as a registered representative and investment advisor representative full-time. He is also a notary public, but this activity is inactive.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Brokers Transaction Services, INC.Broker
Patterson Icenogle, INC.Broker
Patterson Icenogle, INC.Broker
Lowry Financial Services CorporationBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.