Loreli Ghee is a registered investment advisor at Coker & Palmer, based in Jackson, MS, with 32 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.
Learn about disclosures →Employment History
Current Registrations
Coker & Palmer
Coker & PalmerBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
U.S. Bancorp Piper Jaffray INC.Broker
Broker Dealer Financial Services CORP.Broker
Dickinson & CO.Broker
State Registrations1 state
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.