Nathan Wood is a registered investment advisor at Coker & Palmer, based in Jackson, MS, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 432 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coker & Palmer charges an annual fee based on a percentage of the assets they manage for you. The fee generally ranges from 0.50% to 2.50%. A minimum of $100,000 is required to use this service, but this may be negotiable.
Location
1667 Lelia Drive, Jackson, MS, 39216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nathan performs contract work for the Cherokee Bend Condo Association, providing pool maintenance. He earns $300 per month for this work, which he does outside of normal business hours.
Employment History
Current Registrations
Coker & Palmer
Coker & Palmer
Coker & PalmerBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.