Unclaimed
Richard Palmer is an Investment Advisor Representative with Russell Investments Implementation Services, Llc. Richard has been in the industry since January 8, 2020. Richard is a registered representative with FINRA and holds the Series 7TO and SIE licenses. Richard's primary areas of expertise include Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles. Richard is based out of the Seattle, WA office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Earned based on transactions or products sold.
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.
% of revenue/intracompany agrmts
1
2
WA
01/09/2020 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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