Jaime
Palmer
View Capital Ria, Lp
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About this Advisor
Jaime Palmer is a financial advisor who works in Dallas, Texas who has 17 years of relevant experience. Palmer is an employee of View Capital Ria, Lp. Their career trajectory has included roles at Vca Securities, Lp and View Capital Ria, Lp. Palmer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Louisiana and Texas. View Capital Ria, Lp is a financial advisory company that has its headquarters in Dallas, TX. It administers $2 billion in assets among its 197 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 197 customer accounts, 84% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on the type of financial services provided. Fee types charged by View Capital Ria, Lp can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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View Capital Ria, Lp Brokerage Details
$1,456,718,467
17
197
$7,394,510
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jaime Palmer Work History
Jaime has been registered as a financial advisor for 17 years.*
View Capital Ria, Lp
Vca Securities, Lp
*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 Jaime 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 View Capital Ria, Lp
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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