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Phillip J. Palmer

THEPARTNERS WEALTH MANAGEMENT
Thatcher, AZ 85552
Some features on this profile are disabled
CRD#: 4129857
PP

Professional summary

Phillip Joseph Palmer, who also goes by Phillip J. Palmer, Phillip Palmer, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Thatcher, Arizona.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Phillip has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Phillip J. Palmer | Phillip 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Joseph Palmer'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

September 18, 2024 - Present

THEPARTNERS WEALTH MANAGEMENT

Office #1: 326 S. Reay Ln. Suite 100, Thatcher, AZ 85552
RIA
CRD#: 314816
Thatcher, AZ
Past

September 6, 2019 - October 17, 2024

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
SAFFORD, AZ
Past

January 10, 2014 - October 1, 2019

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
SAFFORD, AZ
Past

January 2, 2014 - May 23, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
SAFFORD, AZ
Past

June 13, 2013 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
SAFFORD, AZ
Past

May 31, 2013 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
SAFFORD, AZ
Past

January 6, 2012 - May 31, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SAFFORD, AZ
Past

January 6, 2012 - May 31, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SAFFORD, AZ
Past

July 24, 2006 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
SAFFORD, AZ
Past

April 12, 2002 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
SAFFORD, AZ
Past

June 26, 2000 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)

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
Arizona
(9/18/2024)
IAR
Iowa
(5/9/2025)
IAR
New Mexico
(5/9/2025)
IAR
Utah
(5/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/23/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/23/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/7/2004
Investment Company Products/Variable Contracts Principal Examination

Current Firm

TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)
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Contact information

Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)
THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,304
AUM (Assets Under Management)$ 454,537,144

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.

Company Information

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816Thatcher, AZ 85552

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