Investment adviser representative · Palmer Wealth Management LLC
Fred A. Palmer III
CRD 1755884 · Prairieville, LA
At a glance
Fred A. Palmer III is an investment adviser representative with Palmer Wealth Management LLC in Prairieville, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Fred’s SEC record dates to 2004, about 22 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Palmer Wealth Management LLCSince February 2017Prairieville, LA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Fred’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Palmer Wealth Management LLC
- Nicole A. PalmerPrairieville · Certified Financial Planner
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