CP
CP

Christopher Palmer

26 Years of Experience
Redlands, CA
2 DisclosuresBroker

Christopher Palmer is a registered investment advisor at Wells Fargo Advisors, based in Redlands, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1447 Ford St Ste 202, [Satellite], Redlands, CA, 92374

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Denied
Customer Dispute
January 2005
Denied
Other Business Activities

Christopher is a part owner/director/secretary of Palmer General Corporation, spending minimal time selling a family ranch and closing the corporation. He also has ownership in PFCG Inc and Sabinas Mountain Ranch, LLC, and is a trustee for PFCG Inc 401k and DBP plans, dedicating a significant amount of time to PFCG Inc.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2016 - Present · 10 yrs
Wells Fargo Advisors
September 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2016 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2016 · 6 yrs 11 mos
Banc of America Investment Services, INC.Broker
May 2003 - October 2009 · 6 yrs 5 mos
Banc of America Investment Services, INC.
May 2003 - October 2009 · 6 yrs 5 mos
Wells Fargo Investments, LLC
February 2002 - June 2003 · 1 yr 4 mos
Wells Fargo Investments, LLCBroker
October 2001 - June 2003 · 1 yr 8 mos
Wells Fargo Van Kasper, LLCBroker
January 2001 - October 2001 · 9 mos
Washington Square Securities, INC.Broker
February 2000 - December 2000 · 10 mos
Wma Securities, INC.Broker
August 1999 - February 2000 · 6 mos
State Registrations24 states
ARAZCACOFLHIIDINKYMEMIMONMNVNYOHOKPRTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christopher Palmer - Financial Advisor | TrueAdvisor