Kevin
Palmer
Sharpepoint, LLC
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About this Advisor
Kevin Palmer is a financial advisor based in Phoenix, Arizona, working with Sharpepoint, LLC. Kevin has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, and Sharpepoint, LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Kevin is part of Sharpepoint, LLC, which operates out of Phoenix, Arizona. The firm has 1 office and 5 employees. The firm manages assets totaling $148.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars. The fee structure at Sharpepoint, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sharpepoint, LLC Brokerage Details
$147,952,213
5
1,043
$141,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops
Kevin Palmer Work History
Sharpepoint, LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Kevin Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sharpepoint, LLC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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