Unclaimed Profile

Andrew Douglas Palmer

EVOKE WEALTH, LLC·LOS ANGELES, California

SIE, Series 7, Series 24, Series 63, Series 6524 years registeredEVOKE WEALTH, LLC

10635 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 2827779Firm CRD# 300856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Douglas Palmer · LOS ANGELES, CA

Registration

CRD #2827779 · EVOKE WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Nov 2025 – present

EVOKE ADVISORS

Oct 2020 – present

BEL AIR INVESTMENT ADVISORS LLC

Mar 2002 – Sep 2020

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 4, 2002

Years registered · 24

Disclosure History

2008Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EVOKE WEALTH, LLC

CRD 300856 · SEC 801-115290

AUM

$27.5B

Regulatory assets under management

Employees

12,195 client accounts

Services offered by EVOKE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVOKE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Douglas Palmer offer?

Andrew Douglas Palmer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Andrew Douglas Palmer's credentials?

Andrew Douglas Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Douglas Palmer located?

Andrew Douglas Palmer is based in LOS ANGELES, California, working with EVOKE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Andrew Douglas Palmer charge for services?

Andrew Douglas Palmer's firm is compensated through percentage of aum, subscription fees, other: administrtive service, financial planning, and sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOKE WEALTH, LLC?

EVOKE WEALTH, LLC has approximately 92 employees and manages $27.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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