Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Palmer is a financial advisor registered with the state of California and Oregon. Amy has been in the industry since 2007 and has worked for several firms including Commonwealth Financial Network, M Holdings Securities, Inc., and currently with Independent Financial Group, LLC. Amy is also a registered principal with Independent Financial Group, LLC. Amy specializes in financial planning, portfolio management, and pension consulting. Independent Financial Group, LLC is a registered investment advisor with over $6 billion in assets under management. They work with individuals, families, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/07/2023 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
OR
09/23/2021 - 09/06/2023
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
06/03/2014 - 09/15/2021
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
08/19/2011 - 05/08/2014
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
07/26/2010 - 08/12/2011
WOODBURY FINANCIAL SERVICES, INC. (SEAL BEACH CA)
CA
04/13/2010 - 07/26/2010
MML INVESTORS SERVICES, INC. (LA JOLLA CA)
WI
09/03/2008 - 04/08/2010
WOODBURY FINANCIAL SERVICES, INC. (VERONA WI)
WI
01/24/2007 - 06/11/2008
WOODBURY FINANCIAL SERVICES, INC. (VERONA WI)
BOTH
Issued 07/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Palmer is the right advisor for you? Invested Better is here to help.
