Mark
Cochran
Wells Fargo Clearing Services, LLC
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About this Advisor
Mark Cochran is a financial advisor based out of Fort Myers, Florida, with a total of 11 years of professional experience. Cochran is an employee of Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Cochran has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Maryland and West Virginia. Wells Fargo Clearing Services, LLC is a registered investment business based out of Fort Myers, Florida. The investment advisory business has offices in 6,239 locations and a total of 25,711 advisors. It controls $511 billion in total assets among its 1,430,874 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% belong to high-net-worth individuals who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely vary depending on the type of financial services offered. However, fee types charged by Wells Fargo Clearing Services, LLC most likely are comprised of 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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Wells Fargo Clearing Services, LLC Brokerage Details
$510,933,873,086
25,711
1,430,874
$357,078
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
- Other
Mark Cochran Work History
Mark has 11 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Mark Cochran has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 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.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.