A complete list of active advisors currently associated with Coker & Palmer

Warmer can help you find a great advisor at Coker & Palmer or one who fits your needs even better.

Coker & Palmer provides investment supervisory and portfolio management services, manager‑selection programs, and financial planning for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, pooled investment vehicles, charitable organizations and corporations. As of March 24, 2026 the firm reported managing about $126.3 million on a discretionary basis while also overseeing substantial non‑discretionary relationships and assets managed by third‑party advisers. The firm develops individualized Personal Investment Policy Statements and delivers both discretionary and non‑discretionary management, with periodic reviews and rebalancing as agreed with clients. Its investment process uses a mix of fundamental, technical, quantitative and qualitative analysis and may employ strategies such as options, margin, covered calls and allocations to mutual funds and ETFs. Coker & Palmer is registered as a FINRA‑member broker‑dealer and its management personnel are registered representatives and insurance agents; the brochure discloses that commissions and 12b‑1 fees constitute a significant portion of firm revenue (more than half), and that the firm offsets asset‑based advisory fees by the amount of commission fees received. The firm also discloses prior regulatory actions (a 2018 censure and a fine for trading while not registered in two states), a disclosure that is uncommon among comparable team firms.

To learn more about the advisors currently working at Coker & Palmer, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.