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AP

Alton N. Palmer

PALMER FINANCIAL WELLNESS LLC
CHARLESTON, SC 29403
Some features on this profile are disabled
CRD#: 7822210
AP

Professional summary

Alton Noble Palmer is a registered financial advisor currently at PALMER FINANCIAL WELLNESS LLC located in Charleston, South Carolina.

Alton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alton has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

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.
1) Licensed insurance agent; No; Charleston SC; Insurance sales; Implementation of insurance recommendations; 7/2023; 16 hours per month. 2) Increasing Hope Financial Training Center; No; Charleston SC; volunteer; non-profit dedicated to promoting financial literacy; 10/2024; 5 hours per month. 3) IT Industry Consulting; No; Charleston SC; Self Employed; IT consulting; 11; 2023; 1 hour per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alton Noble 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®
None

Experience

Current

February 21, 2025 - Present

PALMER FINANCIAL WELLNESS LLC

Office #1: 460 King Street Suite 200, Charleston, SC 29403
RIA
CRD#: 334258
CHARLESTON, SC
Past

August 9, 2024 - December 16, 2024

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
MT PLEASANT, SC
Past

January 23, 2024 - July 16, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
CHARLESTON, SC

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
South Carolina
(2/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/28/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/23/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/22/2023
Securities Industry Essentials Examination

Current Firm

PF
PALMER FINANCIAL WELLNESS LLC
PALMER FINANCIAL WELLNESS LLC | PALMER FINANCIAL WELLNESS, LLC

CRD#: 334258 / SEC#:

South Carolina
Registered Investment Advisory firm - (2/21/2025 Approved)
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Contact information

Main Address
460 King Street Suite 200, Charleston, SC 29403
Mailing Address
Phone number
(843) 830-7452
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

PALMER FINANCIAL WELLNESS LLC

CRD#: 334258Charleston, SC 29403

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