Mark
Cochran

Wells Fargo Clearing Services, 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, 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

Series 63, Series 65, Series 66

Years of Experience

11 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12140 Carissa Commerce Ct Ste 100
Fort Myers, FL 33966

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

FL Average: $11,469,110,461
Total Number of Employees

25,711

FL Average: 458
Total Number of Accounts

1,430,874

FL Average: 33,415
Average Account Size

$357,078

FL Average: $343,232

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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
  • Other

Mark Cochran Work History

Mark has 11 years of experience.

2016 - Present (5 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 Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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.

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