AP
AP

Austin Palmer

27 Years of Experience
BrokerSells Insurance

Austin Palmer is a registered investment advisor, based in Denver, NC, with 27 years of industry experience.

Location

Denver, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin is a founding partner and wealth advisor at Destination Wealth Advisors, dedicating full-time hours to this role. He is also a managing member of ACALM LLC, a holding company, and an owner/member of Destination Group LLC, an insurance business, dedicating minimal time to each.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
March 2023 - Present · 3 yrs 1 mo
Kestra Investment Services, LLC
March 2023 - Present · 3 yrs 1 mo
Kestra Investment Services, LLCBroker
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - March 2023 · 16 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - March 2023 · 16 yrs 9 mos
Morgan Stanley
September 2002 - June 2006 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
November 1998 - June 2006 · 7 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Austin Palmer - Financial Advisor | TrueAdvisor