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Why Use This Tool?

FPA PlannerSearch Participants:

David S. Morse, CFP®

Coker and Palmer, Inc.

1667 Lelia Dr

Jackson, MS 39216

Phone: (601) 965-0116

Fax: (601) 354-0857

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties

About My Practice

Experience

N/A

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 7

Insurance Licenses

Life insurance: MS, Health/disability insurance: MS, Fixed annuities: MS, Variable annuities: MS

Designations & Certifications

Broker-Dealer Affiliation

JPMorgan Chase & Co.

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.