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

Nate Wood
Financial Advisor
Coker & Palmer Inc
United States, Alabama, Birmingham
About Me
Profile Information
Financial Advisor
Coker & Palmer Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Birmingham
Alabama
United States
Oct 2, 2024
Keylinks
More profiles to browse
David Coker
President and Founding Partner
JW
Jamie Ward
Financial Consultant and Investments
David Morse
Certified Financial Planner at Coker and Palmer Investment Securities, Inc.
BM
Bobby Miles
Financial Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation