John Palmer
John Palmer is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Canfield, OH, with 37 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Canfield, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
John is the President of Palmer Insurance and Financial Services Agency, Inc. (DBA Palmer Financial Group), dedicating about a quarter of his time to it. He is also the owner of ELLISAAC, LLC, which was created to purchase a property, but the transaction never took place, and he spends no time on it.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations8 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.
Exams
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