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Jerry Clark Palmer

DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, California
Unclaimed Profile
9700 VILLAGE CENTER DRIVE, GRANITE BAY, CA 95746CRD# 3270508Firm CRD# 167594
01

About

Jerry Clark Palmer is a registered financial advisor based in GRANITE BAY, California, affiliated with DYNAMIC WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DYNAMIC WEALTH STRATEGIES, LLC
DYNAMIC WEALTH STRATEGIES, LLC
AUM
$133M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DYNAMIC WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 3270508
Firm CRD# 167594
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerry Clark Palmer offer?
Jerry Clark Palmer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GRANITE BAY, California for a consultation.
What are Jerry Clark Palmer's credentials?
Jerry Clark Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Clark Palmer located?
Jerry Clark Palmer is based in GRANITE BAY, California, working with DYNAMIC WEALTH STRATEGIES, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.
How does Jerry Clark Palmer charge for services?
Jerry Clark Palmer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DYNAMIC WEALTH STRATEGIES, LLC?
DYNAMIC WEALTH STRATEGIES, LLC has approximately 8 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRANITE BAY
Daniel Christian Andersen — PARKSHORE WEALTH MANAGEMENTNathan Christopher Ankney — DYNAMIC WEALTH STRATEGIES, LLCJames Brian Boyle — DYNAMIC WEALTH STRATEGIES, LLCEverett Hambleton — DYNAMIC WEALTH STRATEGIES, LLCHarold Craig Anderson — PARKSHORE WEALTH MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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