Coker & Palmer
Jackson, Mississippi
Coker & Palmer is a well-established local investment advisory firm based out of Jackson, MS. With 18 dedicated employees, they offer a range of financial services to meet their clients' needs. The firm takes pride in its team of experienced professionals, with 9 of them specializing in investment advisory services. Coker & Palmer manages a substantial amount of assets, averaging approximately $22,460,000 per investment advisor.
Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and commissions. Coker & Palmer has cultivated strong relationships with...
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Assets Under Mgmt
$136.75M
Investment Professionals
9
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
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