COKER & PALMER, INC.

COKER & PALMER
JACKSON, Mississippi·4 registered advisors·CRD# 29163
SEC# 801-776454601-354-0860
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 PlanningInvestment ManagementWealth Management
04

Advisors at COKER & PALMER, INC.

4 registered advisors
James David Coker
JACKSON, Mississippi
James Young Palmer
JACKSON, Mississippi
Loreli Ann Ghee
JACKSON, Mississippi
Micheal Allen Byers
JACKSON, Mississippi
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.