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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Palmer is a financial advisor with CX Institutional, LLC. Erin has been in the financial industry for over 7 years. She holds licenses Series 65, 66, 7 and SIE. She provides financial planning services to individuals, businesses, and institutions. She is registered to provide investment advisory services in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
10/23/2023 - Present
CX Institutional, LLC (AUBURN IN)
TX
06/28/2018 - 09/04/2019
EDWARD JONES (AMARILLO TX)
TX
03/10/2016 - 07/08/2016
EDWARD JONES (AMARILLO TX)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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