AP
AP

Austin L Palmer

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

13801 Reese Blvd W, Suite 110, Huntersville, NC, 28078

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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 · 2 yrs 11 mos
Kestra Investment Services, LLCBroker
March 2023 - Present · 2 yrs 11 mos
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
Exams
No exam information available for this advisor.