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COKER & PALMER, INC.
COKER & PALMER, INC.
COKER & PALMER
JACKSON, Mississippi
·
4 registered advisors
·
CRD# 29163
SEC# 801-77645
4
601-354-0860
01
Firm Overview
AUM
$792M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COKER & PALMER, INC.
4 registered advisors
James David Coker
JACKSON, Mississippi
CRD# 1238444
James Young Palmer
JACKSON, Mississippi
CRD# 355620
Loreli Ann Ghee
JACKSON, Mississippi
CRD# 1531910
Micheal Allen Byers
JACKSON, Mississippi
CRD# 4364639
05
Office Locations
JACKSON, Mississippi
4 advisors
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Data sourced from SEC Form ADV filings. COKER & PALMER, INC. (CRD# 29163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.