James Palmiotto
James Palmiotto is a registered investment advisor at Bankers Life Advisory Services, INC., based in Pensacola, FL, with 9 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
5016 Grande Dr Suite 207, Pensacola, FL, 32504
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2024Customer Dispute
April 2021Customer Dispute
January 2019Other Business ActivitiesSells Insurance
James is a USV/Satellite Manager and insurance agent at Bankers Life & Casualty, selling and servicing non-variable insurance products and training agents. He also owns JPALMS Inc., an S Corp used to run his insurance business.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations3 states
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
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