Claim Profile
Unclaimed Profile
PG

Palmer Peebles Garson

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia
Clean recordCARY STREET PARTNERS INVESTMENT ADVISORY LLC
1210 E. CARY STREET, RICHMOND, VA 23219CRD# 1762348Firm CRD# 128545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Palmer Peebles Garson · RICHMOND, VA
Registration
CRD #1762348 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Palmer Peebles Garson is a registered financial advisor based in RICHMOND, Virginia, affiliated with CARY STREET PARTNERS INVESTMENT ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Palmer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Palmer is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CARY STREET PARTNERS
AUM
$7.0B
Regulatory assets under management
Employees
144
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH CERTAIN THIRD PARTIES
Regulatory
SEC/IARD CRD# 1762348
Firm CRD# 128545
View on FINRA BrokerCheck →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Palmer Peebles Garson offer?
Palmer Peebles Garson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Palmer Peebles Garson's credentials?
Palmer Peebles Garson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Palmer Peebles Garson located?
Palmer Peebles Garson is based in RICHMOND, Virginia, working with CARY STREET PARTNERS INVESTMENT ADVISORY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Palmer Peebles Garson charge for services?
Palmer Peebles Garson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with certain third parties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARY STREET PARTNERS INVESTMENT ADVISORY LLC?
CARY STREET PARTNERS INVESTMENT ADVISORY LLC has approximately 144 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →