Grant Palmer

from Waypoint Wealth Management
SEC regulated
Regulated Investment Advisor
Grant Palmer is a financial advisor based in Maryland, Timonium, with 36 years of experience. Grant currently works for Waypoint Wealth Management. Grant maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Grant Palmer works at Waypoint Wealth Management
Waypoint Wealth Management is a financial advisory firm based in Timonium, Maryland. It currently has approximately $169,693,007 of assets under management and employs about 4 people. Waypoint Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
9515 Deereco Road, Suite 604, Timonium, Maryland, 21093

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