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Martin E Palomo

Investment adviser representative at Argent Wealth, LLC
4 yearsExperience
2 statesRegistered in
$487.3MFirm assets
5 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

4 years in the industry.

  1. Argent Wealth, LLCSep 2013 to now
  2. Brandon Futbol ClubAug 2012 to now
  3. Voya Financial Advisors, Inc.Jan 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2011
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (MS, TX).

Argent Wealth, LLC

$487.3MAssets managed
470Clients
6Advisers
5 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
4995216
Firm CRD
311685
Advisor's SEC record (opens in a new tab)
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