Sandra Palmer is a registered investment advisor, based in Lake Wylie, SC, with 28 years of industry experience.
Location
Lake Wylie, SC
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Regulatory History
Clean regulatory record
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.
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Sandra is the President of Palmer Group, LLC, a real estate company, since 2017. This requires about 10-20% of Sandra's time and does not occur during normal securities trading hours.
Employment History
Current Registrations
Franklin Distributors, LLC
March 2008 - Present · 18 yrs 6 mos
Clearbridge Investments, LLC
March 2008 - Present · 18 yrs 6 mos
Franklin Distributors, LLCBroker
March 2008 - Present · 18 yrs 6 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
August 2020 - July 2021 · 11 mos
Franklin/templeton Distributors, INC.Broker
August 2020 - July 2021 · 11 mos
Columbia Management Advisors, LLC
March 2005 - March 2008 · 3 yrs
Columbia Management Distributors, INC.Broker
November 2004 - March 2008 · 3 yrs 4 mos
Columbia Management Advisors, INC.
November 2004 - March 2005 · 4 mos
Ofi Private Investments INC
May 2004 - November 2004 · 6 mos
Oppenheimerfunds Distributor, INC.Broker
June 2002 - November 2004 · 2 yrs 5 mos
Legg Mason Wood Walker INC
May 2001 - June 2002 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
August 2000 - June 2002 · 1 yr 10 mos
Db Alex. Brown LLCBroker
April 2000 - August 2000 · 4 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1997 - August 1999 · 2 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
December 1996 - June 1997 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.