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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Wayne Palmer is a financial advisor with Prime Capital Financial. Larry has been in the financial services industry since 1994. Larry specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. He is a Certified Financial Planner and is registered with the Securities and Exchange Commission (SEC). Larry is also registered with the state of California and Texas as an Investment Adviser Representative (IAR). Larry has been with Prime Capital Financial since 2022. Prior to that, Larry worked for Ameritas Investment Company, LLC, The Advisors Group, Inc., and 20/20 Financial Advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
CA
04/25/2022 - Present
Prime Capital Financial (SAN DIEGO CA)
CA
10/31/2003 - 02/14/2022
AMERITAS INVESTMENT COMPANY, LLC (San Diego CA)
MD
08/08/1994 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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