Mark
Cochran
Lpl Financial LLC
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About this Advisor
Mark Cochran is a financial advisor based out of Fort Myers, Florida, who has been in the industry for 13 years. Cochran works at Lpl Financial LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Lpl Financial, LLC. Cochran has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Texas and West Virginia. Lpl Financial LLC is a registered investment business headquartered in Fort Myers, Florida. The company has offices in 9,898 locations and a total of 28,744 employees. It controls $404 billion in assets between its 1,517,995 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically vary depending on the type of services. Fees billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Mark Cochran Work History
Mark has 13 years of experience.
Lpl Financial, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Mark Cochran has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
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Calabasas, CA
Oklahoma City, OK
Port Jefferson, NY
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.