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John Randolph Palm

PALM INVESTMENT STRATEGIES, LLC·SEMINOLE, Florida
Series 2, Series 7, Series 65Clean record26 years registeredPALM INVESTMENT STRATEGIES, LLC
7995 113TH STREET NORTH, SEMINOLE, FL 33772CRD# 1185127Firm CRD# 129489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Randolph Palm · SEMINOLE, FL
Registration
CRD #1185127 · PALM INVESTMENT STRATEGIES, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

CROSSPLAN MONEY MANAGEMENT
Apr 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 65
Registration record
First registered · April 18, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PALM INVESTMENT STRATEGIES, LLC
CRD 129489 · SEC 801-69084
AUM
$36M
Regulatory assets under management
Employees
6
640 client accounts
Services offered by PALM INVESTMENT STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PALM INVESTMENT STRATEGIES, LLC →
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05

Frequently Asked Questions

What services does John Randolph Palm offer?
John Randolph Palm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEMINOLE, Florida for a consultation.
What are John Randolph Palm's credentials?
John Randolph Palm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Randolph Palm located?
John Randolph Palm is based in SEMINOLE, Florida, working with PALM INVESTMENT STRATEGIES, LLC. Their office serves clients in the SEMINOLE metropolitan area and surrounding communities.
How does John Randolph Palm charge for services?
John Randolph Palm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALM INVESTMENT STRATEGIES, LLC?
PALM INVESTMENT STRATEGIES, LLC has approximately 6 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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