Margaret Ellenor Joyner
Professional Summary
Margaret Ellenor Joyner, who also goes by Margaret Cox, Ellen Margaret Mitchell, Ellen Mitchell, Margaret E Mitchell, Margaret Ellenor Mitchell, Ellen Whitaker, Margaret Ellenor Whitaker, was a registered financial advisor. Margaret was a previously registered financial professional and started their career in finance 1997 - 2016. Margaret had worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Margaret Cox, Ellen Margaret Mitchell, Ellen Mitchell, Margaret E Mitchell, Margaret Ellenor Mitchell, Ellen Whitaker, Margaret Ellenor Whitaker
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
COKER & COMPANY, INC. | CPI RESEARCH | COKER, PALMER, PHILLIPS & MULLEN, INC. | COKER PALMER PHILLIPS & MULLEN | COKER & PALMER, INC. | COKER & PALMER, INC | COKER & PALMER INVESTMENT SECURITIES | COKER & PALMER
Contact Information
Main Address
1667 Lelia Drive, Jackson, MS 39216Phone Number
(601) 354-0860Established
Mississippi since 07/08/1991Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
8FINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
216AUM (Assets Under Management)
$126,323,487Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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