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David S. Morse, CFP®

Coker and Palmer, Inc.

1667 Lelia Dr
Jackson, MS 39216
Phone: (601) 965-0116
Fax: (601) 354-0857

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

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
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
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.