TrueAdvisor
TrueAdvisor
JC
JC

Julie Coopwood Carpenter

Coker & Palmer
41 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Coker & Palmer
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$565K average
Assets Under Management
$244.1M

Fee Structure

Minimum Investment:$100K

Location

1667 Lelia Drive, Jackson, MS, 39216

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Coker & PalmerBroker
April 2009 - Present · 16 yrs 10 mos
Coker & Palmer
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
October 2007 - May 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1999 - February 2006 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1984 - March 1999 · 15 yrs 2 mos
State Registrations16 states
ALCADCFLGAILLAMDMSNCNYORTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.