William W. Palmer
Professional summary
William Ware Palmer III, CFP®, who also goes by Bill Palmer, III William Ware Palmer, is a registered financial advisor currently at WILLIAM PALMER ASSOCIATES, LLC located in Englewood, Colorado.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Ware Palmer III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1985
Experience
September 26, 2012 - Present
WILLIAM PALMER ASSOCIATES, LLC
September 10, 2007 - March 13, 2012
WIN WEALTH MANAGEMENT, INC.
December 16, 1989 - May 24, 1995
LPL FINANCIAL LLC
March 15, 1988 - December 16, 1989
LINSCO FINANCIAL GROUP, INC.
December 24, 1987 - April 7, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
June 9, 1983 - December 24, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
April 30, 1982 - May 26, 1983
METLIFE INVESTORS DISTRIBUTION COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/26/2012)
Exams
Current Firm
WILLIAM PALMER ASSOCIATES, LLC
CRD#: 164931 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 38,280,368 |
Red Flags
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