William Matthew Palmer
Investment adviser representative at Coyle
11 yearsExperience
1 stateRegistered in
$1BFirm assets
44 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- CoyleJul 2020 to now
- Coyle Financial CounselJul 2020 to now
- Bb&t BankJun 2018 to Jun 2020
- Bb&t InvestmentsJun 2018 to Jun 2020
- Bb&t Securities, LLCJun 2018 to Jun 2020
- Suntrust Advisory ServicesSep 2016 to Jun 2018
- Suntrust BankMay 2015 to Jun 2018
- Suntrust Investment Services, Inc.May 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Coyle
Legal name: Coyle Financial Counsel, LLC
$1BAssets managed
439Clients
11Advisers
44 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
- 5700161
- Firm CRD
- 110593