William M. Palmer

COYLE

Fort Myers, FL 33907

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CRD#: 5700161

Professional summary

William Matthew Palmer, who also goes by Will Matthew Palmer, is a registered financial advisor currently at COYLE located in Fort Myers, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Matthew 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.

RENTAL PROPERTY IN GA POSITION: Owner of Property NATURE: Rental property from former residence in GA. Currently managed by a property management company. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 73 East Oak Street, Luthersville GA 30251 CANDLELIGHTERS OF SWFL POSITION: Board Member NATURE: Non profit organization which serves families who have children with cancer or blood disorders INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 9981 S. Healthpark Drive, Fort Myers FL 33908 FGCU PLANNED GIVING/ADVANCEMENT POSITION: Board Member NATURE: Seek philanthropic or planned gifts for the Universities expansion and current needs INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 10501 FGCU Blvd S, Fort Myers FL 33965

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Matthew 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

July 10, 2020 - Present

COYLE

Office #1: 12381 S Cleveland Ave. Suite #200, Fort Myers, FL 33907

RIA

CRD#: 110593

Fort Myers, FL

Past

June 7, 2018 - June 30, 2020

BB&T SECURITIES, LLC

RIA

CRD#: 142785

FORT MYERS, FL

Past

June 6, 2018 - June 30, 2020

BB&T SECURITIES, LLC

CRD#: 142785

FORT MYERS, FL

Past

September 12, 2016 - June 11, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

FORT MYERS, FL

Past

June 2, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

FORT MYERS, FL

Past

May 29, 2015 - June 11, 2018

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

FORT MYERS, FL

Past

August 5, 2014 - June 5, 2015

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

FORT MYERS, FL

Past

August 4, 2014 - June 5, 2015

FIFTH THIRD SECURITIES, INC.

CRD#: 628

FORT MYERS, FL

Past

July 30, 2012 - May 19, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

FORT MYERS, FL

Past

July 11, 2012 - May 19, 2014

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

FORT MYERS, FL

Past

October 22, 2009 - June 22, 2012

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

FORT MYERS, FL

Past

September 22, 2009 - June 22, 2012

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

FORT MYERS, FL

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".

COYLE

COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA

Registered Investment Advisory firm - (7/22/1982 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

Florida
(7/10/2020)

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 66

Date: 10/15/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2009

General Securities Representative Examination

Current Firm

COYLE

COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA

Registered Investment Advisory firm - (7/22/1982 Approved)

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Contact information

Main Address

2700 Patriot Blvd. Suite 440, Glenview, IL 60026

Mailing Address

Phone number

(847) 441-5644

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,381
AUM (Assets Under Management)	$ 922,183,434

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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Advisor Monitoring

Firm Stability Insights

William M. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Matthew Palmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

COYLE

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2009

Current Firm

COYLE

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COYLE

TRUST BUT VERIFY

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