Clemente Palacios (CRD# 4913478) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 19 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2022 - Current | 2 |
| Nicc & Clem Incorporated | Leesburg, FL | Nov 2020 - Jun 2022 | 1 |
| Pacific Lending Group | Leesburg, FL | Sep 2020 - Jun 2022 | 1 |
| Banc Of California | La Habra, CA | Mar 2020 - Mar 2021 | 1 |
| Opus Bank | Chino, CA | Apr 2018 - Mar 2020 | 1 |
| Bank Of The West | Pasadena, CA | Mar 2013 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- FL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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