Charles Alley, financial advisor Jackson MS
96 score

Charles Alley

CRD Number: 4584662
Current Firm: Coker & Palmer

Charles Alley (CRD# 4584662) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 15 years of experience in the finance industry. Charles Alley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coker & Palmer, Inc. Jackson, MS Sep 2012 - Current 5
Ubs Financial Services Inc. Jackson, MS Aug 2005 - Sep 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Charles W. Alley
Phone Number: 601-354-0860
Registered State(s):
  • LA
  • MS
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $296,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, LA, MS, TN

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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