CoverProfile

Nate Wood

Financial Advisor

Coker & Palmer Inc

United States, Alabama, Birmingham

About Me

Nathan Wood has been with Coker & Palmer, Inc. since 2012. He has been a Financial Advisor since 2002. After 10 years working for Wall Street firms he decided to make a change to better serve his clients. Nathan is series 7, 66 and insurance licensed. He holds an Accredited Asset Management Specialist designation from the College for Financial Planning and a Wealth Advisory Specialist designation. He believes in doing what’s best for his clients and making sure the custom portfolios he manages represents the risk tolerance, goals, objectives, time horizon and overall suitability of his clients. Nathan is a graduate of Kansas State University and is married with two children, a boy and

View more

Profile Information

Financial Advisor

Coker & Palmer Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Birmingham

Alabama

United States

Oct 2, 2024

More profiles to browse

MB
Mike Byers
Financial Advisor and Principal
BM
Bobby Miles
Financial Advisor
Profile Photo
David Poland
Financial Advisor
JC
Julie Carpenter
Financial Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc