Amy
Palmer
Independent Financial Group, LLC
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About this Advisor
Amy Palmer is a financial advisor based in San Diego, California, working with Independent Financial Group, LLC. Amy has previously held positions at Commonwealth Financial Network, Independent Financial Group, LLC, and M Holdings Securities Inc. Amy has passed the Series 66 regulatory exam and is registered to provide services in California and Oregon. Currently, Amy is part of Independent Financial Group, LLC, which operates out of San Diego, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Amy Palmer Work History
Independent Financial Group, LLC
M Holdings Securities Inc
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Amy 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 Independent Financial Group, LLC
Buffalo, MN
San Diego, CA
Cross Plains, WI
San Luis Obispo, CA
Diamond Bar, CA
San Juan Capistrano, CA
San Diego, CA
New Britain, CT
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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