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Christina Marie Palmer

Investment Adviser Representative at Charles Schwab & Co., Inc.

Jacksonville, FLCRD #7043774Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christina Marie Palmer is an investment adviser representative with Charles Schwab & Co., Inc. in Jacksonville, FL, where they have been registered since 2023. They have worked in the securities industry since 2019 and were previously registered with TD Ameritrade, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas
Broker:
2 states and territories

Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/13/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 4/1/2019
Series 7
General Securities Representative Examination
Passed 3/22/2019
SIE
Securities Industry Essentials Examination
Passed 12/28/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
6/13/2025 – Jacksonville, FL
Charles Schwab & Co., Inc.Current
3/30/2023 – Jacksonville, FL
TD Ameritrade, Inc.
3/22/2019 – 7/29/2024Westlake, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. TD Ameritrade
    Nov 2018 – Jun 2024Southlake, TX
  2. Holiday Inn Club Vacations
    Mar 2018 – Nov 2018Arlington, TX
  3. Five Below
    Sep 2016 – Dec 2016Flower Mound, TX
  4. Bowlero Corp
    Jul 2016 – Feb 2018Denton, TX
  5. MLE Inc
    Jun 2016 – no end date reportedNorth Richland Hills, TX
  6. CHARLES SCHWAB and CO., INC.
    Mar 2023 – no end date reportedOmaha, NE
  7. Charles Schwab Bank
    Jun 2025 – no end date reportedJacksonville, FL
  8. Charles Schwab Trust Bank
    Jun 2025 – no end date reportedJacksonville, FL
  9. Charles Schwab Premier Bank
    Jun 2025 – no end date reportedJacksonville, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Jacksonville, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christina Marie Palmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Christina Marie Palmer (Charles Schwab & Co.)