Paul Palmer

from The Advocates
SEC regulated
Regulated Investment Advisor
Paul Palmer is a financial advisor based in Texas, Houston, with 40 years of experience. Paul currently works for The Advocates. Paul maintains a S63 license (Uniform Securities Agent State 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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Paul Palmer works at The Advocates
The Advocates is a financial advisory firm based in Houston, Texas. It currently has approximately $359,300,675 of assets under management and employs about 8 people. The Advocates 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)
Years registered
8 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
920 Memorial City Way, Suite 250, Houston, Texas, 77024

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