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Christopher Palmer

Prospera Financial Services, INC.
27 Years of Experience
Redlands, CA
2 DisclosuresBroker
View SEC Summary
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Christopher Palmer is a registered investment advisor at Prospera Financial Services, INC., based in Redlands, CA, with 27 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Prospera Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
283 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1447 Ford St., Ste 202, 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
View Full SEC ReportHow to Read Disclosures
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
Prospera Financial Services, INC.Broker
July 2026 - Present · 3 mos
Prospera Financial Services, INC.
July 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2016 - July 2026 · 9 yrs 10 mos
Wells Fargo Advisors
September 2016 - July 2026 · 9 yrs 10 mos
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.
May 2003 - October 2009 · 6 yrs 5 mos
Banc of America Investment Services, INC.Broker
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.
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