James Palmer is a registered investment advisor, based in Fort Worth, TX, with 29 years of industry experience.
Location
306 West 7th Street, Suite 1000, Fort Worth, TX, 76012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an insurance agent representing several companies. He is also an independent contractor and registered representative of Rhodes Securities, Inc., doing business as Palmer Retirement Consultants.
Employment History
Current Registrations
Rhodes Securities, INC.Broker
Rhodes Investment Advisors, INC.
Previous Registrations
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations10 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.