Advisors at this firm
Robin D
Series 63, Series 65
Zephyr Cove, NV
Palisade Investments, LLC
Robin Desota is a financial advisor at Palisade Investments, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palisade Investments since 1998. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm employs a strategic asset-allocation framework focused on diversified portfolios primarily using mutual funds and ETFs, offering both discretionary and non-discretionary services tailored to client goals.
Scott M
Series 63, Series 65
Zephyr Cove, NV
Palisade Investments, LLC
Scott Miller is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Palisade Investments since 2007. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios with mutual funds and ETFs, and offers both discretionary and non-discretionary services tailored to client goals.
Michael P
Series 65
Las Vegas, NV
Palisade Investments, LLC
Michael Pride is a financial advisor with Palisade Investments, LLC in Las Vegas, NV. He holds a Series 65 designation and has seven years of industry experience, including roles at Integrated Money Management, Rebel Systems Inc., and Exclusive Merchants. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, offering services on both discretionary and non-discretionary bases tailored to client goals.
Karen P
Series 63, Series 65
Zephyr Cove, NV
Palisade Investments, LLC
Karen Pride is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Palisade Investments since 2016 and maintains ongoing roles with Integrated Money Management, LLC, and Financial Tax Team. In addition to her advisory work, she prepares tax returns as a partner at Financial Tax Team and operates as an independent insurance agent. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, with a notable emphasis on non-discretionary management and participant-directed services.
Lawrence S
Series 66
Zephyr Cove, NV
Palisade Investments, LLC
Lawrence Sidney is a financial advisor at Palisade Investments, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. from 2019 to 2023. Outside of his advisory role, he has experience as an insurance representative and was involved with Hurry Hard Elite Apparel, LLC. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm emphasizes a strategic asset-allocation approach using diversified portfolios and offers both discretionary and non-discretionary services tailored to client goals.
Steven B
Series 63, Series 66
Zephyr Cove, NV
Palisade Investments, LLC
Steven Burkett is a financial advisor at Palisade Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Investments since 2007. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm provides retirement-plan consulting, asset management, and financial planning using a strategic asset-allocation approach focused on diversified portfolios primarily composed of mutual funds and ETFs.