Christina Marie Palmer
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab BankJun 2025 to now
- Charles Schwab Premier BankJun 2025 to now
- Charles Schwab Trust BankJun 2025 to now
- Charles Schwab and Co., Inc.Mar 2023 to now
- Mle IncJun 2016 to now
- TD AmeritradeNov 2018 to Jun 2024
- Holiday Inn Club VacationsMar 2018 to Nov 2018
- Five BelowSep 2016 to Dec 2016
- Bowlero CorpJul 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7043774
- Firm CRD
- 5393