Loreli Ann Ghee

32 Years of Experience

Broker

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.

Employment History

Current Registrations

Coker & PalmerBroker

August 2016 - Present · 9 yrs 6 mos

Coker & Palmer

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Morgan Stanley

April 2013 - August 2016 · 3 yrs 4 mos

Morgan StanleyBroker

April 2013 - August 2016 · 3 yrs 4 mos

Morgan Stanley

June 2009 - February 2013 · 3 yrs 8 mos

Morgan StanleyBroker

June 2009 - February 2013 · 3 yrs 8 mos

Citigroup Global Markets INC.

October 2007 - June 2009 · 1 yr 8 mos

Citigroup Global Markets INC.Broker

February 2006 - June 2009 · 3 yrs 4 mos

Legg Mason Wood Walker, IncorporatedBroker

December 1999 - February 2006 · 6 yrs 2 mos

U.S. Bancorp Piper Jaffray INC.Broker

September 1996 - November 1999 · 3 yrs 2 mos

Broker Dealer Financial Services CORP.Broker

February 1993 - September 1996 · 3 yrs 7 mos

Dickinson & CO.Broker

February 1993 - March 1993 · 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.