Grant A. Palmer

WAYPOINT WEALTH MANAGEMENT

MILLSBORO, DE 19966

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CRD#: 2807445

Professional summary

Grant Alexander Palmer III, who also goes by Grant Alexander Palmer, is a registered financial advisor currently at WAYPOINT WEALTH MANAGEMENT located in Millsboro, Delaware.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Grant has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant Alexander Palmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CALLAN & PALMER, LLP 9515 DEERECO ROAD, SUITE 604 TIMONIUM, MD 21093 ACCOUNTING FIRM NON-INVESTMENT RELATED CPA, PARTNER AND SHAREHOLDER OCTOBER 1988 TO PRESENT MR. PALMER DEVOTES APPROXIMATELY 10-20% OF HIS TIME ON THE BUSINESS ACTIVITIES OF THE ACCOUNTING PRACTICE THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alexander Palmer III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 20, 2011 - Present

WAYPOINT WEALTH MANAGEMENT

Office #1: 33469 Islander Drive, Millsboro, DE 19966

RIA

CRD#: 155574

MILLSBORO, DE

Past

January 2, 2009 - January 25, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

HUNT VALLEY, MD

Past

December 6, 2004 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

COCKEYSVILLE, MD

Past

December 3, 2004 - January 25, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

COCKEYSVILLE, MD

Past

January 10, 2001 - December 17, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

January 1, 2001 - June 25, 2007

API FINANCIAL PLANNING SERVICES INC

RIA

CRD#: 110731

COCKEYSVILLE, MD

Past

January 28, 1999 - January 10, 2001

GLOBAL BROKERAGE SERVICES, INC.

CRD#: 37505

HUNT VALLEY, MD

Past

December 8, 1998 - January 6, 1999

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

October 18, 1996 - December 22, 1998

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAYPOINT WEALTH MANAGEMENT

CALLAN & PALMER FINANCIAL ADVISORS, LLC | WAYPOINT WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH MANAGEMENT

CRD#: 155574 / SEC#: 801-110641

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

Maryland

Registered Investment Advisory firm - (6/23/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(3/4/2021)

IAR

Maryland
(1/20/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/17/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/29/2005

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/17/2005

General Securities Sales Supervisor - Options Module Examination

Current Firm

WAYPOINT WEALTH MANAGEMENT

CALLAN & PALMER FINANCIAL ADVISORS, LLC | WAYPOINT WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH MANAGEMENT

CRD#: 155574 / SEC#: 801-110641

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

Maryland

Registered Investment Advisory firm - (6/23/2017 Terminated)

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Contact information

Main Address

9515 Deereco Road Suite 604, Timonium, MD 21093

Mailing Address

Phone number

(410) 561-3994

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAYPOINT WEALTH MANAGEMENT LLC FORM ADV PART 2 (2/18/2025)

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 209,069,908

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Grant A. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alexander Palmer III's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

API FINANCIAL PLANNING SERVICES INC

GLOBAL BROKERAGE SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

HOWARD WEIL INCORPORATED

Primary Firm SEC Registration

WAYPOINT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2000

Series 63

Date: 10/10/1997

Series 7

Date: 8/20/1998

Series 6

Date: 10/17/1996

Series 10

Date: 4/29/2005

Series 9

Date: 3/17/2005

Current Firm

WAYPOINT WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYPOINT WEALTH MANAGEMENT

TRUST BUT VERIFY

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