Unclaimed Profile

Bernard Eugene Palmer

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Series 2, Series 7, Series 63, Series 65Clean record23 years registeredBT WEALTH MANAGEMENT, LLC

3625 CUMBERLAND BOULEVARD, ATLANTA, GA 30339CRD# 1656286Firm CRD# 147729

Profile Verification

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

Identity

Bernard Eugene Palmer · ATLANTA, GA

Registration

CRD #1656286 · BT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BT WEALTH MANAGEMENT, LLC

BT WEALTH MANAGEMENT, LLC

Oct 2013 – Oct 2016

ATLANTA, GA

PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC

Apr 2003 – Jan 2010

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · April 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bernard Eugene Palmer offer?

Bernard Eugene Palmer specializes in Financial Planning, Investment Management, Retirement Planning.

What are Bernard Eugene Palmer's credentials?

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

Where is Bernard Eugene Palmer located?

Bernard Eugene Palmer is based in ATLANTA, Georgia, last registered with BT WEALTH MANAGEMENT, LLC.

How does Bernard Eugene Palmer charge for services?

Bernard Eugene Palmer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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