Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Palmer is a registered Investment Advisor Representative with Evoke Advisors, a firm based in Los Angeles, California. Andrew has over 26 years of experience in the financial services industry, having held previous positions with Bel Air Securities LLC and State Street Global Markets, LLC. Andrew is licensed to provide investment advisory services in 12 states including Arizona, Arkansas, California, Colorado, Idaho, Nevada, New Jersey, New York, Ohio, South Dakota, Texas and Wyoming. Andrew specializes in providing financial planning, portfolio management and pension consulting services to a variety of clients, including high-net-worth individuals, charitable organizations, pooled investment vehicles and pension and profit-sharing 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Administrtive service, financial planning, and sub-advisory fees
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2
CA
05/30/2023 - Present
Evoke Advisors (LOS ANGELES CA)
CA
01/17/2006 - 09/14/2020
BEL AIR SECURITIES LLC (LOS ANGELES CA)
CA
09/04/2001 - 07/31/2006
STATE STREET GLOBAL MARKETS, LLC (LOS ANGELES CA)
MA
08/01/2001 - 09/04/2001
BEL AIR SECURITIES LLC (BOSTON MA)
NY
04/08/1997 - 08/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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