John Palmer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Smithtown, NY, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
199 E Main St, Ste A, Smithtown, NY, 11787
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved in several business activities, including serving as an arbitrator for FINRA, co-general partner for Canterbury Road Limited Partnership and Dowd Family Trust, and trustee for multiple trusts. He also owns 100% of Palmer Financial and acts as trustee for Palmer Financial 401k, dedicating nearly full-time hours to these roles.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations16 states
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