Teresa N Palmer
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
38 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- EntertainmentMar 2026 to now
- United Planners' Financial Services of America A Limited PartnerSep 2020 to now
- Teresa PalmerJul 1988 to now
- VidafySep 2023 to Sep 2024
- Kms Financial Services, Inc.Oct 2016 to Sep 2020
- Palmer Nunn Wealth ManagementJan 2014 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1455601
- Firm CRD
- 20804