Amy Palm is a registered investment advisor at D.A. Davidson & CO., based in Roseburg, OR, with 21 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1495 NW Garden Valley, Suite 201, Roseburg, OR, 97471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is a shareholder in Norris Farms LLC, a family farming operation, and a partner in ACE3 Sisters, LLC. She also serves as an executive board member/secretary for the YMCA of Douglas County and co-owns a real estate investment partnership called Slaper, dedicating minimal time to each. Amy is also on the board for Family Development Center, a non-profit relief nursery.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations19 states
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