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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Palmer? Claim Your ProfilePalmer Garson is an investment advisor representative with Silvercrest Asset Management Group LLC and has been in the industry for over 25 years. Palmer Garson has worked with individuals, families, and institutions. Palmer Garson has passed numerous examinations including the Series 7, Series 3, Series 24, Series 30, Series 63, Series 65 and Series 66 examinations. Prior to Silvercrest Asset Management Group LLC, Palmer Garson worked at CARY STREET PARTNERS and JEFFERSON CAPITAL GROUP, LTD. Palmer Garson has served in many board and trustee roles including Firststreet (Technobrands), Mary Parsons Foundation, Randolph College Investment Committee, St. Mary's High School Investment Committee, Tom Haiggai Foundation, Virginia Foundation of Independent Colleges and Xenith Bank.
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.
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.
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.
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2
VA
04/16/2014 - Present
Silvercrest Asset Management Group LLC (RICHMOND VA)
VA
03/26/2008 - 03/05/2014
CARY STREET PARTNERS (RICHMOND VA)
NA
10/04/1995 - 04/29/1998
JEFFERSON CAPITAL GROUP, LTD.
BOTH
Issued 05/14/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 12/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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