Phillip Joseph Palmer
Investment adviser representative at Thepartners Wealth Management
25 yearsExperience
4 statesRegistered in
$1.2BFirm assets
4 yearsFirm in business
Are you Phillip Joseph Palmer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Thepartners Wealth ManagementSep 2024 to now
- Stadium Plaza LLCAug 2006 to now
- Scf Investment Advisors, Inc.Sep 2019 to Oct 2024
- Health NetNov 2014 to Aug 2019
- Global View Capital Advisors, Ltd.Apr 2014 to Sep 2019
- Global View Capital Insurance, Ltd.Jan 2014 to Sep 2019
- Global View Capital Management, LtdJan 2014 to Sep 2019
- Purshe Kaplan Sterling InvestmentsJan 2014 to May 2017
- Golden Rule InsuranceJan 2001 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 4 states (AZ, IA, NM, UT).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 4129857
- Firm CRD
- 314816