AdvisorOS Directory
Claim Profile
LG

Loreli Ann Ghee

COKER & PALMER, INC.·JACKSON, Mississippi
Unclaimed Profile
1667 LELIA DRIVE, JACKSON, MS 39216CRD# 1531910Firm CRD# 29163
01

About

Loreli Ann Ghee is a registered financial advisor based in JACKSON, Mississippi, affiliated with COKER & PALMER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COKER & PALMER, INC.
COKER & PALMER
AUM
$792M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at COKER & PALMER, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1531910
Firm CRD# 29163
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Mississippi or claim this profile if it's yours.

Browse JACKSON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Loreli Ann Ghee offer?
Loreli Ann Ghee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are Loreli Ann Ghee's credentials?
Loreli Ann Ghee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loreli Ann Ghee located?
Loreli Ann Ghee is based in JACKSON, Mississippi, working with COKER & PALMER, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Loreli Ann Ghee charge for services?
Loreli Ann Ghee's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COKER & PALMER, INC.?
COKER & PALMER, INC. has approximately 16 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JACKSON
Jeffrey Scott Wilson — TRINITY CAPITAL INVESTORSClyde Brooks Mosley — BALLEW ADVISORS INCHarold Edward Mcdaniel — SIGMA CAPITAL MANAGEMENT, LLCGeorge T Chambers — TRUSTMARK INVESTMENT ADVISORS, INC.John Walter Garrard — OPTIMUM FINANCIAL SERVICES, LLC
Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile