John Palmer is a CFP-designated registered investment advisor at Bfc Planning, INC., based in Salem, OR, with 43 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B 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% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.
Fee Estimator
Location
Salem, OR
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John operates under the DBA name JK&P Associates for his insurance and securities business. This activity takes up nearly all of John's time.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
Gunnallen Financial, INCBroker
Gunnallen Financial, INC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citicorp Investment ServicesBroker
CueBroker
Pml Securities CompanyBroker
Soares Financial Group, INC.Broker
Princor Financial Services CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Integrated Resources Equity CorporationBroker
Southmark Financial Services, INC.Broker
Certified Equities IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations2 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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