EP
EP

Emily Palmer

19 Years of Experience
Fort Worth, TX
Broker

Emily Palmer is a registered investment advisor, based in Fort Worth, TX, with 19 years of industry experience.

Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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History

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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Employment History
Current Registrations
First Command Brokerage Services, INC.Broker
February 2025 - Present · 1 yr 3 mos
First Command Advisory Services
February 2025 - Present · 1 yr 3 mos
First Command Brokerage Services, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Morgan Stanley
August 2022 - October 2024 · 2 yrs 2 mos
Morgan StanleyBroker
August 2022 - October 2024 · 2 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2018 - August 2022 · 4 yrs 7 mos
Advice and Planning Services
January 2018 - August 2022 · 4 yrs 7 mos
Scottrade Investment Management
January 2017 - December 2017 · 11 mos
Scottrade, INC.Broker
May 2014 - December 2017 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
May 2013 - December 2013 · 7 mos
Ameriprise Financial Services, INC.
May 2013 - December 2013 · 7 mos
United Capital Financial Advisers
January 2008 - March 2013 · 5 yrs 2 mos
Girard Securities, INC.
June 2007 - November 2009 · 2 yrs 5 mos
Girard Securities, INC.Broker
June 2007 - February 2013 · 5 yrs 8 mos
Girard Securities, INC.Broker
January 2006 - January 2007 · 1 yr
Girard Securities, INC.
January 2006 - January 2007 · 1 yr
Linsco/private Ledger CORP.Broker
September 2005 - November 2005 · 2 mos
Linsco/private Ledger CORP.
August 2005 - November 2005 · 3 mos
Waddell & Reed, INC.Broker
April 2003 - September 2003 · 5 mos
Waddell & Reed, INC.
April 2003 - September 2003 · 5 mos
AXA Advisors, LLCBroker
October 2001 - January 2002 · 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.