seller-profile

Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

8057272700

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General Information

Firm Start Year

2010

No. of Employees

10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Master in Business Administration - Finance

Pepperdine University
09/2010 -05/2012

Bachelor of Arts - Communications

University of San Diego
09/2002 -05/2006

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

The material in the website has been distributed for informational purposes only, and is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website by searching under CRD #151367. Insurance sales are considered an outside business activity and Mr. Massi does not act in an investment advisory representative role when recommending these outside services. Palm Education Planning LLC is not owned or legally affiliated with Dynamic Wealth Advisors. The activities conducted by this entity is considered a separate business activity and not part of the investment advisor services offered through Dynamic Wealth Advisors.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1885046/rothira-Palm-Capital-Management-detailed-disclosure.html