Michael
Miller
Coker & Palmer
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About this Advisor
Michael Miller is a financial advisor operating in New Orleans, Louisiana with a total of 3 years of industry experience. Miller is an advisor for Coker & Palmer. During their career, the advisor has held roles at Coker & Palmer, Inc and Iberia Capital Partners. Miller maintains a Series 63 license, which qualifies them as a securities agent, and can operate in Louisiana. Coker & Palmer is a registered investment firm based out of Jackson, MS. The firm has offices in two locations and a total of 18 advisors. It administers $137 million in assets under management between its 427 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 427 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in investable assets. Coker & Palmer offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services are based on the financial services. However, fee types charged by Coker & Palmer likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coker & Palmer Brokerage Details
$136,751,929
18
427
$320,262
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
Michael has been registered as a financial advisor for 3 years.*
Coker & Palmer, Inc
Iberia Capital Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
New Orleans, LA
New Orleans, LA
Jackson, MS
New Orleans, LA
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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