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Patricia Janice Palmer

Cutter & Company, Inc.

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About Patricia Janice Palmer

Patricia Janice Palmer is an investment professional with over 20 years of experience in the financial services industry. Patricia joined Cutter & Company, Inc. in 2009. Previously, Patricia was with Butler, Wick & Co., Inc. in Dayton, OH. Patricia specializes in helping clients with a variety of financial needs, including investment planning, financial planning, and retirement planning. She has Series 11 securities licenses and is registered with FINRA and the State of Ohio. Cutter & Company, Inc. is a full-service investment firm offering a wide range of financial products and services to individuals, families, and businesses.

Firm Information

Patricia Palmer is currently registered with Cutter & Company, Inc.. Cutter & Company, Inc. is a corporation formed in 1988, headquartered in BALLWIN, MO, USA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. It has regulatory assets under management of over $865 million and serves clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Cutter & Company, Inc.

15415 CLAYTON ROAD

BALLWIN, MO 63011

$865.62M

Assets Under Management

1,199

Total Clients

52

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Patricia Palmer’s Registration & Firm History

OH

03/20/2009 - Present

Cutter & Company, Inc. (DAYTON OH)

OH

06/25/2003 - 03/24/2009

BUTLER, WICK & CO., INC. (DAYTON OH)

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Licenses & Designations

BC

Issued 06/23/2003

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Janice Palmer.
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