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).
Current Firm Details
By the Numbers
-
Total Assets Under Management792MILLION
-
Total Number of Accounts1,800ACCOUNTS
-
Average Account Value$439,743
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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, GA, IL, IN, LA, MS, NC, TN, TX
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.