Richard Palmer
Richard Palmer is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 29 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
May 2002Other Business Activities
Richard owns the Institute for DROP Consultants, promoting DROP-related material and acting as a source for related facts and statistics, dedicating a few hours per week. He also owns Penultimate Publishing, LLC, self-publishing and marketing books on financial planning, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
J.C. Bradford & CO.Broker
UBS Painewebber INC.Broker
State Registrations23 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.