Lucy Palms
Lucy Palms is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lucy works part-time as an associate/employee at Life Time Fitness, teaching group fitness classes since 2017. This takes about 10-20% of her time, none of which occurs during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations53 states
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