John R. Palm
Professional summary
John Randolph Palm is a registered financial advisor currently at CROSSPLAN MONEY MANAGEMENT located in Seminole, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. John has worked at 2 firms and has passed the Series 65, Series 2 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Randolph Palm's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2000 - Present
CROSSPLAN MONEY MANAGEMENT
Office #1: 7995 113th Street North 2nd Floor, Seminole, FL 33772August 25, 1988 - November 20, 1990
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2000)
Exams
Series 2
Date: 10/17/1995
Non-Member General Securities ExaminationCurrent Firm
CROSSPLAN MONEY MANAGEMENT
CRD#: 129489 / SEC#: 801-69084
Contact information
Regulatory assets under management
| Total Number of Accounts | 301 |
| AUM (Assets Under Management) | $ 49,611,544 |
Red Flags
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