GP
Greg S. Palmer
AA FINANCIAL ADVISORS
Verona, KY 41092-9242
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CRD#: 5443464
GP
Professional summary
Greg Scott Palmer, CFP® is a registered financial advisor currently at AA FINANCIAL ADVISORS, LLC located in Verona, Kentucky.
Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Greg has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Greg Scott Palmer's 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®
Experience
Current
December 26, 2023 - Present
AA FINANCIAL ADVISORS, LLC
Office #1: 15200 Porter Rd, Verona, KY 41092-9242RIA
CRD#: 119829
Verona, KY
Past
October 18, 2011 - December 31, 2023
PALMER CAPITAL MANAGEMENT, INC.
RIA
CRD#: 113548
VERONA, KY
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".
AF
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 Terminated)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
Kentucky(12/26/2023)
Exams
Current Firm
AF
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 E. Broad St. Suite 100, Columbus, OH 43215
Mailing Address
Phone number
(614) 442-3355
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,097 |
| AUM (Assets Under Management) | $ 1,012,205,353 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
