NW
NW

Nathan Lewis Wood

23 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

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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Other Business Activities

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
March 2012 - Present · 13 yrs 11 mos
Coker & Palmer
March 2012 - Present · 13 yrs 11 mos
Coker & PalmerBroker
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - March 2012 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - March 2012 · 6 yrs 2 mos
Legg Mason Wood Walker, IncorporatedBroker
May 2002 - January 2006 · 3 yrs 8 mos
State Registrations8 states
ALFLLAMOMSSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.