Michael
Palmer
J. W. Cole Advisors, Inc
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About this Advisor
Michael Palmer is a financial advisor based out of Erie, Pennsylvania with a total of 7 years of industry experience. Palmer currently works for J. W. Cole Advisors, Inc. Throughout their career, Palmer has worked at Spc, Sammons Securities Company, LLC, Invest Financial Corporation, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Palmer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. J. W. Cole Advisors, Inc is a financial advisory business operating out of Tampa, FL. It has offices in 388 locations and a total of 521 advisors. It oversees $5 billion in assets under management across its 24,060 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 24,060 client accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. J. W. Cole Advisors, Inc has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by J. W. Cole Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
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
- Educational seminars/workshops
- Other
Michael Palmer Work History
Michael has been registered as a financial advisor for 7 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Invest Financial Corporation
Spc
Sammons Securities Company, 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 Michael 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 J. W. Cole Advisors, Inc
Hudson, FL
Tampa, FL
Tampa, FL
Palm Bay, FL
Tampa, FL
Tampa, FL
Metropolis, IL
Tampa, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
