Unclaimed
Nicholas Palmer is an investment advisor representative registered in Texas and is associated with Beacon Global Advisor Network, LLC. Nicholas has been in the industry since 2010 and has previously been associated with Peregrine & Black, Just Retirement PLC, Attivo Group and Raymond James Investment Services. Nicholas specializes in working with individuals and high net worth individuals. Nicholas's firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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.
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.
Percentage of qualified plan assets, solicitor fees
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11/01/2023 - Present
Beacon Global Advisor Network, LLC (London, Mayfair )
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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