AUMdb
DL

Dana L Palmer

CRD 4621857 Has disclosures

Firms

FirmRoleAs of
Charles Schwab & Co., Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (3)

OrganizationRoleCompensationAs of
Western States Issue Education Fund Inc Officer/Director 12/31/2024
Western States Council Leukemia Fund Officer/Director 12/31/2024
United Food And Commercial Workers International Union Officer/Director 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗