Andrew
Palmer
Evoke Advisors
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About this Advisor
Andrew Palmer is a financial advisor operating in Los Angeles, California with 3 years of relevant experience. Palmer is an employee of Evoke Advisors. During their career, the advisor has held roles at Bel Air Investment Advisors LLC, Bel Air Securities LLC and Evoke Wealth, LLC. Palmer holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Colorado and Nevada. Evoke Advisors is a firm based out of Los Angeles, CA. It has offices in two locations and a total of 46 advisors. It handles $10 billion in total assets between its 8,511 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 8,511 accounts, 88% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types charged by Evoke Advisors likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$10,205,202,435
46
8,511
$1,199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Palmer Work History
Andrew has been registered as a financial advisor for 3 years.*
Evoke Wealth, LLC
Bel Air Securities LLC
Bel Air Investment Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew 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 Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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