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George Morgan Palmer Jr

CRD# 830773·Registered 1976 - 2016
Previously Registered: Being a previously registered professional could mean that George is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

George Morgan Palmer JR, who also goes by George Morgan Palmer, was a registered financial advisor. George was a previously registered financial professional and started their career in finance 1976 - 2016. George had worked at 20 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 53 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

George Morgan Palmer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

50 years in the financial services industry

Current & Past Employments

VARSITY ASSET MANAGEMENT, LLC·CRD# 169295
RIA
Coppell, TX
May 6, 2015 - April 29, 2016
QUASAR DISTRIBUTORS, LLC·CRD# 103848
BD
Portland, ME
July 8, 2010 - April 16, 2012
ORION CAPITAL MANAGEMENT INC·CRD# 106734
RIA
Winnetka, IL
November 12, 2008 - September 2, 2014
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Northbrook, IL
August 29, 2007 - July 18, 2008
IFMG SECURITIES, INC.·CRD# 14416
BD
Burbank, IL
February 26, 2007 - August 20, 2007
TOWER SQUARE SECURITIES, INC.·CRD# 833
BD
El Segundo, CA
March 31, 2005 - March 19, 2007
BBVA COMPASS INVESTMENT SOLUTIONS, INC·CRD# 17086
BD
Birmingham, AL
May 20, 2003 - June 17, 2004
NYLIFE DISTRIBUTORS LLC·CRD# 35350
BD
Jersey City, NJ
October 4, 2002 - November 5, 2002
DIRECTED SERVICES LLC·CRD# 21675
BD
West Chester, PA
August 16, 2001 - March 22, 2002
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.·CRD# 840
BD
Boston, MA
April 1, 1999 - August 23, 2001
THE FIRST AMERICAN INVESTMENT BANKING CORPORATION·CRD# 39263
BD
Tampa, FL
September 16, 1998 - March 16, 1999
SII INVESTMENTS, INC.·CRD# 2225
BD
Appleton, WI
March 13, 1997 - November 26, 1997
AMSOUTH INVESTMENT SERVICES, INC.·CRD# 15692
BD
Birmingham, AL
July 28, 1994 - May 15, 1996
MARKETING ONE SECURITIES, INC.·CRD# 16611
BD
Portland, OR
January 19, 1994 - July 27, 1994
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Atlanta, GA
August 5, 1993 - September 17, 1993
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
February 13, 1992 - August 2, 1993
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
March 27, 1989 - February 13, 1992
WACHOVIA BROKERAGE SERVICE·CRD# 17503
BD
August 25, 1986 - April 20, 1987
KIDDER, PEABODY & CO. INCORPORATED·CRD# 7613
BD
May 19, 1978 - June 28, 1984
KIDDER, PEABODY & CO., INCORPORATED·CRD# 488
BD
December 2, 1976 - May 19, 1978

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Current Firm

VA
VARSITY ASSET MANAGEMENT, LLC

VARSITY ASSET MANAGEMENT, LLC

CRD#: 169295 / SEC#: 801-79077

Contact Information

Main Address

870 Denton Tap Road Suite 250, Coppell, TX 75019

Documents

Latest Form ADV

Part 2 Brochures

VARSITY ASSET MANAGEMENT, LLC ADV PART 2 BROCHURE (3/28/2016)

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1990About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Nov 1976About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 1994About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed May 1987About the Series 53 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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