Coker & Palmer

Coker & Palmer (CRD# 29163) is a financial advisory firm headquartered in Jackson, MS. They manage $150,847,591 in 508 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, LA, MS, TN

Financial Advisors at Coker & Palmer
Showing 1 - 10 of 13 top financial advisors.
1
Charles W. Alley
CRD#: 4584662
1667 Lelia Dr, Jackson, MS 39216
96
Wealthminder
score

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.

2
James D. Coker
CRD#: 1238444
1667 Lelia Drive, Jackson, MS 39216
96
Wealthminder
score

James Coker (CRD# 1238444) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 34 years of experience in the finance industry.

3
David W. Poland
CRD#: 2002833
1667 Lelia Dr, Jackson, MS 39216
96
Wealthminder
score

David Poland (CRD# 2002833) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 28 years of experience in the finance industry. David Poland 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.

4
Phillip C. Burnett
CRD#: 1573765
1667 Lelia Drive, Jackson, MS 39216
93
Wealthminder
score

Phillip Burnett (CRD# 1573765) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 25 years of experience in the finance industry.

5
Micheal A. Byers
CRD#: 4364639
1667 Lelia Dr, Jackson, MS 39216
93
Wealthminder
score

Micheal Byers (CRD# 4364639) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 17 years of experience in the finance industry.

6
Julie C. Carpenter
CRD#: 1217183
1667 Lelia Drive, Jackson, MS 39216
93
Wealthminder
score

Julie Carpenter (CRD# 1217183) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 34 years of experience in the finance industry.

7
Howard D. Dear
CRD#: 2398531
1667 Lelia Drive, Jackson, MS 39216
93
Wealthminder
score

Howard Dear (CRD# 2398531) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 24 years of experience in the finance industry.

8
Loreli A. Ghee
CRD#: 1531910
1667 Lelia Drive, Jackson, MS 39216
93
Wealthminder
score

Loreli Ghee (CRD# 1531910) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 25 years of experience in the finance industry.

9
Bobby J. Miles
CRD#: 3048809
1667 Lelia Drive, Jackson, MS 39216
93
Wealthminder
score

Bobby Miles (CRD# 3048809) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 20 years of experience in the finance industry.

10
Nathan L. Wood
CRD#: 4525251
1667 Lelia Drive, Jackson, MS 39216
93
Wealthminder
score

Nathan Wood (CRD# 4525251) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 16 years of experience in the finance industry.

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