Insights

Mid-market Focus A mid-sized firm with 11-50 employees and revenue in the tens of millions positions as a potential client for tailored wealth management tech, compliance tooling, and scalable trading platforms that support both institutional and retail operations.

Integrated Trading Offers fixed income, equity, and private placements across institutional and retail channels, indicating opportunities for cross-asset trading platforms, optimized order routing, and connectivity to external liquidity providers.

Digital Footprint Active use of WordPress, Joomla, Shopify, Google Cloud, and Google Tracking suggests a modernization initiative with room for enhanced analytics, CRM integration, client portals, and secure web/mobile experiences.

Wealth Tech Potential Wealth management and asset allocation services imply demand for client onboarding improvements, advisory workflow automation, managed accounts, and compliance-ready reporting solutions.

Growth Readiness Revenue scale and diverse service lines signal readiness for scalable cloud-based IT modernization, data analytics, and vendor partnerships to support growth without large headcount expansion.

Similar companies to Coker and Palmer Investment Securities, Inc.

Coker and Palmer Investment Securities, Inc. Tech Stack

Coker and Palmer Investment Securities, Inc. uses 8 technology products and services including Google Conversion Tracking, Joomla, RSS, and more. Explore Coker and Palmer Investment Securities, Inc.'s tech stack below.

  • Google Conversion Tracking
    Advertising Networks
  • Content Management System
  • RSS
    Content Management System
  • Content Management System
  • E-commerce
  • Infrastructure As A Service
  • PHP
    Programming Languages

Coker and Palmer Investment Securities, Inc.'s Email Address Formats

Coker and Palmer Investment Securities, Inc. uses at least 4 email formats:
Coker and Palmer Investment Securities, Inc. Email FormatsExamplePercentage
FLast@cokerpalmer.comJDoe@cokerpalmer.com
54%
Last@cokerpalmer.comDoe@cokerpalmer.com
22%
First.Last@cokerpalmer.comJohn.Doe@cokerpalmer.com
21%
First@cokerpalmer.comJohn@cokerpalmer.com
3%

Frequently Asked Questions

What is Coker and Palmer Investment Securities, Inc.'s phone number?

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You can contact Coker and Palmer Investment Securities, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coker and Palmer Investment Securities, Inc.'s official website and social media links?

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Coker and Palmer Investment Securities, Inc.'s official website is cokerpalmer.com and has social profiles on LinkedIn.

How much revenue does Coker and Palmer Investment Securities, Inc. generate?

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As of July 2026, Coker and Palmer Investment Securities, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Coker and Palmer Investment Securities, Inc.'s SIC code and NAICS code?

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Coker and Palmer Investment Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Coker and Palmer Investment Securities, Inc. have currently?

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As of July 2026, Coker and Palmer Investment Securities, Inc. has approximately 12 employees across 2 continents, including North America and Africa. Key team members include Partner: P. W., Manager: D. D. and General Manager: G. M. Explore Coker and Palmer Investment Securities, Inc.'s employee directory with LeadIQ.

What industry does Coker and Palmer Investment Securities, Inc. belong to?

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Coker and Palmer Investment Securities, Inc. operates in the Financial Services industry.

What technology does Coker and Palmer Investment Securities, Inc. use?

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Coker and Palmer Investment Securities, Inc.'s tech stack includes Google Conversion Tracking, Joomla, RSS, WordPress, Shopify, Microsoft 365, Google Cloud and PHP.

What is Coker and Palmer Investment Securities, Inc.'s email format?

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Coker and Palmer Investment Securities, Inc.'s email format typically follows the pattern of FLast@cokerpalmer.com. Find more Coker and Palmer Investment Securities, Inc. email formats with LeadIQ.

When was Coker and Palmer Investment Securities, Inc. founded?

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Coker and Palmer Investment Securities, Inc. was founded in 1991.
Coker and Palmer Investment Securities, Inc. logo

Coker and Palmer Investment Securities, Inc.

Financial ServicesMississippi, United States11-50 Employees

Coker and Palmer Investment Securities, Inc. operates in the financial services sector with a focus on fixed income and equity trading for institutional and retail clients, as well as private placements. The firm offers services in wealth management, including asset allocation, managed and separately managed accounts, mutual funds accounts, and comprehensive financial planning, aiming to support clients in building and managing investment portfolios. Based in Jackson, Mississippi, the company serves a diverse client base through a range of advisory and trading capabilities, reflecting its positioning within a broader securities industry that includes both investment management and financial planning. The organization appears to be a smaller, regional player, positioned to serve both individual investors and institutional clients, with a broad array of products spanning fixed income, equity, and mutual fund offerings. No date of founding is provided, but the firm operates within a mature financial services landscape and maintains a local presence in the Mississippi region. A recent development is not specified beyond its established service lines and client-focused offerings. } } }** Note: There is a formatting error: extra braces at end. Correction follows. (But must output exactly as final.) Wait we must ensure valid JSON. Let's craft correct JSON. Remove the extra braces and ensure description is coherent. Also ensure not to fabricate. The previous included

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Coker and Palmer Investment Securities, Inc.'s revenue is estimated to be in the range of $25M - $50M

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