Insights

Stable Revenue Mid-sized financial services firm with estimated annual revenue between 25 and 50 million presents a solid opportunity for expanding high-margin services such as wealth management, private placements, and managed accounts to existing institutional and retail clients.

Diverse Offering Broad product suite including fixed income, equity trading, wealth management, asset allocation, and financial planning enables cross-sell opportunities across corporate and individual clients, enhancing wallet share potential.

Growing Client Base Relatively small team (11-50 employees) coupled with a multi-channel service approach indicates a nimble organization open to scalable technology, outsourcing, or managed services to augment capabilities without significant headcount growth.

Tech Leverage Current tech stack shows familiarity with digital marketing and web infrastructure; opportunities exist to introduce client experience enhancements, data analytics, CRM optimization, and cyber risk controls to attract affluent clients and improve retention.

Competitive Footing In a competitive landscape with large wirehouses and banks as peers, this firm could benefit from differentiated solutions such as personalized advisory platforms, enhanced reporting, and cost-effective managed account programs to compete for high-net-worth and institutional mandates.

Coker and Palmer Investment Securities, Inc. Tech Stack

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

  • Google Conversion Tracking
    Advertising Networks
  • RSS
    Content Management System
  • jQuery
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • Elementor
    Page Builders
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

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

Coker and Palmer Investment Securities, Inc. uses at least 1 format(s):
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 NAICS code?

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Coker and Palmer Investment Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies 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 AmericaAfrica. Key team members include Partner: P. W.Manager: D. D.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 TrackingRSSjQuerySwiperReally Simple DiscoveryElementorGoogle AnalyticsApache.

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

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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