Mark
Cochran

Lpl Financial LLC

CRD#1597464
Investment Advisor
in Fort Myers, FL

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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

Series 63, Series 65, Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Fort Myers, FL

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

FL Average: $646,059,043
Total Number of Employees

28,744

FL Average: 13
Total Number of Accounts

1,517,995

FL Average: 661
Average Account Size

$266,257

FL Average: $977,396

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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.

2020 - Present (2 years)

Lpl Financial, LLC

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Mark Cochran has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brandon Allee
Anadarko, OK
Eric Barrett
Riverside, CA
Russell Lo
Honolulu, HI
Mark Teigen
Horace, ND
Scott Duggleby
Oneida, NY
Leah Backus
Lake Mary, FL
John Osorio
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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