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Kyra Elise Palmer

OAK Financial Group Inc.

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About Kyra Elise Palmer

Kyra Elise Palmer is an Investment Advisor Representative at Oak Financial Group Inc. Kyra is registered with the state of California and is also registered in Connecticut, Florida, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Texas and Vermont. Kyra has been in the securities industry since May 2006. Kyra has passed the Uniform Investment Adviser Law Examination. Oak Financial Group Inc. is a Registered Investment Advisor that provides a variety of services including financial planning, pension consulting, educational seminars, publication of periodicals, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Kyra Palmer is currently registered with OAK Financial Group Inc.. OAK Financial Group Inc. is an investment advisor headquartered in . The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients. The firm manages approximately $141,126,365 in assets.

$141.13M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyra Palmer’s Registration & Firm History

CT

02/16/2010 - Present

OAK Financial Group Inc. (STAMFORD CT)

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Licenses & Designations

IA

Issued 06/23/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyra Elise Palmer.
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