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WE ARE A CALIFORNIA REGISTERED INVESTMENT ADVISOR.
Alexis and Palmer Financial Advisors LLC (”Alexis Palmer”) is a California registered investment adviser located in Palo Alto, California. Information pertaining to the registration status of Alexis Palmer is available on www.adviserinfo.sec.gov. Our ADV part II Statement that includes information regarding our services, fees, qualifications and other important disclosure statements is available upon request.

Alexis Palmer may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from notice filing requirements and this website should not be construed as a solicitation for advisory business in those states in which Alexis Palmer is not allowed to do so.

This website is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice.

The information resulting from the use of tools or other information on this website or linked to from this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from us.

We not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our website or incorporated herein, and take no responsibility therefore. All such information is provided solely for convenience purposes only.

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The information on this website is simply an analysis of a specific company, an industry, economic conditions or market trends and nothing contained in this article or on this website should be interpreted as or deemed to be a recommendation to any investor or category of investors to purchase, sell or hold any security.

Any investment decisions must in all cases be made by the reader or by their investment adviser. Nothing contained on this website is intended as an investment solicitation.

Employees of Alexis and Palmer Financial Advisors LLC “Alexis Palmer”, their families and clients may hold a position, directly or indirectly, in stocks or other securities in any of the companies discussed in an article. We may or may not disclose such positions.

The views expressed in articles are solely those of the writer.

WE DO NOT PROVIDE TAX OR LEGAL ADVICE.

Alexis Palmer and its employees are not in the business of providing tax or legal advice. Any materials on this website and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.