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Michael Peter Miller

32 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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
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Location

400 Poydras, Suite 2100, New Orleans, LA, 70130

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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 & Palmer
July 2020 - Present · 5 yrs 7 mos
Coker & PalmerBroker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Iberia Capital Partners L.L.C.Broker
September 2010 - May 2015 · 4 yrs 8 mos
Howard Weil IncorporatedBroker
October 2006 - November 2009 · 3 yrs 1 mo
Northpoint Trading Partners, LLCBroker
June 2006 - October 2006 · 4 mos
Teton Investment Partners, LLCBroker
December 2005 - June 2006 · 6 mos
Pan-American Financial AdvisersBroker
May 2002 - November 2005 · 3 yrs 6 mos
Hibernia Southcoast Capital, INC.Broker
March 1998 - April 2002 · 4 yrs 1 mo
Loewenbaum & Company IncorporatedBroker
January 1992 - March 1998 · 6 yrs 2 mos
State Registrations4 states
LANMNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.