Michael
Miller

Coker & Palmer

CRD#2206882
Investment Advisor
in New Orleans, LA

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About this Advisor

Michael Miller is a financial advisor based in New Orleans, Louisiana, working with Coker & Palmer. Michael has previously held positions at Coker & Palmer, Inc and Iberia Capital Partners. Michael has passed the Series 63 regulatory exam and is registered to provide services in Louisiana. Currently, Michael is part of Coker & Palmer, which operates out of New Orleans, Louisiana. The firm has 4 offices and 16 employees. The firm manages assets totaling $791.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coker & Palmer includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

400 Poydras Suite 2100
New Orleans, LA 70130

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Coker & Palmer Brokerage Details

Total Assets Under Management

$791,537,508

LA Average: $479,240,389
Total Number of Employees

16

LA Average: 11
Total Number of Accounts

1,800

LA Average: 582
Average Account Size

$439,743

LA Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Miller Work History

2015 - Present (9 years)

Coker & Palmer, Inc

2009 - 2015 (6 years)

Iberia Capital Partners

Disclosures

Please visit the SEC profile of Michael Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Coker & Palmer

Claire Friedrichs
New Orleans, LA
Nathan Wood
Jackson, MS
Michael Miller
New Orleans, LA
Julie Carpenter
Jackson, MS
David Poland
Jackson, MS
Bobby Miles
Jackson, MS
Loreli Ghee
Jackson, MS
Micheal Byers
Jackson, MS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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