Matthew
Palmgren
Capital Analysts
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About this Advisor
Matthew Palmgren is a financial advisor based in Worcester, Massachusetts who has 4 years of industry experience. Palmgren is an advisor for Capital Analysts. Their career trajectory has included roles at Fidelity Investments Institutional Services Company, Inc, Raymond James And Associates and Lincoln Investment Planning, LLC. Palmgren has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Capital Analysts is a financial advisory firm based in Fort Washington, PA. The company has offices in 274 locations and a total of 682 people on staff. It controls $6 billion in total assets across its 19,951 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 19,951 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which services are provided. However, fees charged by Capital Analysts can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$6,286,886,486
682
19,951
$315,116
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Palmgren Work History
Matthew has been registered as a financial advisor for 4 years.*
Lincoln Investment Planning, LLC
Raymond James And Associates
Fidelity Investments Institutional Services Company, 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 Matthew Palmgren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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