Dirk Palmer has been an investment adviser representative at Private Client Advisor Group since July 2024, and is not listed among the firm’s executive officers or direct owners.
Private Client Advisor Group, LLC is a Palm City, FL firm with $110M under management, 190 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Dirk Palmer’s longest registration was 3 years at Owlfi (2021–2024). Before joining Private Client Advisor Group in 2024, Dirk Palmer was registered through Motiv8 Investments LLC and Owlfi.
- – present · 2 yearsHenryetta, OK · Adviser representative · Firm CRD 330038
- Motiv8 Investments LLC– · under a yearStuart, FL · Adviser representative · Firm CRD 285560
- Owlfi– · 3 yearsHenryetta, OK · Adviser representative · Firm CRD 311854
Investment adviser representative registrations
Dirk Palmer is registered as an investment adviser representative in Oklahoma, since July 2024.
- OklahomaSince 2 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dirk Eugene Palmer
- CRD
- 7363379
- Firm
- Private Client Advisor Group · CRD 330038
- Office
- 523 W. Main Street, Henryetta, OK 74437
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Dirk Palmer work?
Dirk Palmer is an investment adviser representative registered through Private Client Advisor Group, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dirk Palmer a financial advisor?
Yes. Dirk Palmer has a current investment-adviser registration in Oklahoma, through Private Client Advisor Group since July 2024.
How many years of experience does Dirk Palmer have?
Dirk Palmer has 5 years in the financial industry, since April 2021, across 3 adviser firms.
What exams has Dirk Palmer passed?
Dirk Palmer passed the Series 65 in April 2021.
Where did Dirk Palmer work before Private Client Advisor Group?
Before Private Client Advisor Group, Dirk Palmer was registered through Motiv8 Investments LLC, April 2021 to September 2021.
Where is Dirk Palmer based?
Dirk Palmer’s registered office is in Henryetta, OK.
Is Dirk Palmer registered with FINRA?
No. Dirk Palmer has no current broker registration.
How can I verify Dirk Palmer’s record?
Search CRD 7363379 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dirk Palmer’s full registration record.