Charles Palmer is a CFP-designated registered investment advisor, based in Sewickley, PA, with 21 years of industry experience.
Location
1605 Carmody Court, Suite 400, Sewickley, PA, 15143
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Regulatory History (1)
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Customer Dispute
May 2008Settled
Other Business Activities
Charles owns Tight Lines Financial Management LLC, a tax entity for receiving and distributing income from Kindred Wealth Partners, spending about 10-20% of his time. He also owns a rental property on Beverly Road, dedicating minimal time to it.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
September 2023 - Present · 2 yrs 8 mos
Kestra Investment Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2023 · 14 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2023 · 14 yrs 3 mos
Citigroup Global Markets INC.
June 2004 - June 2009 · 5 yrs
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.