Robert Palma is a registered investment advisor, based in Royal Oak, MI, with 13 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3315 N Campbell Rd., Royal Oak, MI, 48073
Get directionsHistory
Regulatory History (1)
Financial
January 2022Other Business ActivitiesSells Insurance
Robert is an investment advisor representative (IAR) doing business as Ohana Wealth Advisory and also works as an advisory representative of a registered investment advisor (RIA) called CIRA. He also works as an independent insurance agent for various independent insurance agencies and dedicates minimal time to being the treasurer for the Troy Foundation of Educational Excellence.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
More Advisors
- Anthony Watson, CFA, CFPThrive Retirement Specialists
- Deanna Harless, CFPBernard Wealth Management CORP.
- Michael Mestdagh, CFPGwn Securities INC.
- Randall Hoover, CFPHoover Private Wealth, LLC
- Ashley Scott, CFPPrime Capital Financial
- Steven Privette, CFPLPL Financial LLC