Coker & Palmer
Coker & Palmer (CRD# 29163) is a financial advisory firm headquartered in Jackson, MS. They manage $791,537,508 in 1,800 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management792MILLION
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Total Number of Accounts1,800ACCOUNTS
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Average Account Value$439,743
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, FL, GA, IL, IN, LA, MS, NC, TN, TX
Micheal Byers (CRD# 4364639) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 22 years of experience in the finance industry.
Julie Carpenter (CRD# 1217183) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 40 years of experience in the finance industry.
James Coker (CRD# 1238444) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 40 years of experience in the finance industry.
Claire Friedrichs (CRD# 2144703) is an Investment Advisor Representative working at Coker & Palmer in New Orleans, LA and has over 31 years of experience in the finance industry.
Loreli Ghee (CRD# 1531910) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 31 years of experience in the finance industry.
Bobby Miles (CRD# 3048809) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 25 years of experience in the finance industry.
David Morse (CRD# 1395730) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 38 years of experience in the finance industry.
David Poland (CRD# 2002833) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 34 years of experience in the finance industry.
Nathan Wood (CRD# 4525251) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 21 years of experience in the finance industry.
Michael Miller (CRD# 2206882) is an Investment Advisor Representative working at Coker & Palmer in New Orleans, LA and has over 32 years of experience in the finance industry.