SP
Samantha Palm
from Parnassus Investments, LLC
Samantha Palm is a financial advisor based in California, San Francisco,
with 18 years of experience. Samantha currently works for
Parnassus Investments, LLC.
Samantha maintains a S66 license (Uniform Combined 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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Samantha Palm works at Parnassus Investments, LLC
Parnassus Investments, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $40,895,320,206 of assets under management and employs about 66 people. Parnassus Investments, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
and a percentage of assets under your management
Office location
1 Market Street, Suite 1600, San Francisco, California, 94105
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