Dirk Eugene Palmer
Investment adviser representative at Private Client Advisor Group, LLC
23 yearsExperience
1 stateRegistered in
$110MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Private Client Advisor Group, LLCJun 2024 to now
- OwlfiApr 2021 to now
- Re Palmer, Cpa, Inc.Jul 2003 to now
- Motiv8 Investments LLCApr 2021 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OK).
Private Client Advisor Group, LLC
$110MAssets managed
190Clients
6Advisers
Under 1 yearIn 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
- 7363379
- Firm CRD
- 330038