William
Palmer
Coyle Financial Counsel, LLC
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About this Advisor
William Palmer is a financial advisor working out of Naples, Florida with 3 years of relevant experience. Palmer works at Coyle Financial Counsel, LLC. During their career, the advisor has held roles at Suntrust Bank, Suntrust Investment Services, Inc, Fifth Third Securities, Suntrust Advisory Services, Bb&T Securities, LLC, Bb&T Investments, Bb&T Bank and Coyle Financial Counsel. Palmer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Coyle Financial Counsel, LLC is an advisory business that has its headquarters in Glenview, IL. It has a total of 24 advisors. It handles $729 million in assets under management between its 2,237 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 2,237 accounts, 44% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Coyle Financial Counsel, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types charged by Coyle Financial Counsel, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coyle Financial Counsel, LLC Brokerage Details
$729,194,236
24
2,237
$325,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
William Palmer Work History
William has been registered as a financial advisor for 3 years.*
Coyle Financial Counsel
Bb&T Securities, LLC
Bb&T Investments
Bb&T Bank
Suntrust Advisory Services
Suntrust Bank
Suntrust Investment Services, Inc
Fifth Third Securities
Suntrust Bank
Suntrust Investment Services, Inc
*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 William 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 Coyle Financial Counsel, LLC
Glenview, IL
Naples, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
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