Elizabeth
Reeves
Coker & Palmer
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About this Advisor
Elizabeth Reeves is a financial advisor who works in Jackson, Mississippi with a total of 2 years of industry experience. Reeves is an employee of Coker & Palmer. They have spent the entirety of their time as a financial advisor at Coker & Palmer. Reeves holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Mississippi. Coker & Palmer is a financial advisory firm operating out of Jackson, MS. The investment advisory business has offices in two locations and a total of 18 financial advisors. It controls $137 million in assets across its 427 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 427 client accounts, 17% belong to high-net-worth clients who have at least $1 million in investable assets. Coker & Palmer has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on the type of services provided. However, fee types billed by Coker & Palmer can consist of any combination of 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
Elizabeth Reeves Work History
Elizabeth has been registered as a financial advisor for 2 years.*
Coker & Palmer, Inc
*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 Elizabeth Reeves 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
Jackson, MS
Jackson, MS
Jackson, MS
New Orleans, LA
Jackson, MS
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