Kerry
Cochran
Citigroup Global Markets Inc
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About this Advisor
Kerry Cochran is a certified financial planner based out of New York, New York, who has 11 years of professional experience. Cochran is an advisor for Citigroup Global Markets Inc. They have worked at Citigroup Global Markets Inc for their entire career. Cochran maintains a Series 63 license, qualifying them as a securities representative, and is registered to work in New Jersey. Citigroup Global Markets Inc is a firm operating in New York, New York. The company has offices in 631 locations and a total of 8,126 advisors. It has $31 billion in assets under management between its 43,518 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 136 charitable organizations. Of its 43,518 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers 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, publication of newsletters, security rating services and other services. A financial advisor's fee schedules largely depend on which service is offered. Fee types billed by Citigroup Global Markets Inc may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Citigroup Global Markets Inc Brokerage Details
$31,374,581,060
8,126
43,518
$720,956
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
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Kerry Cochran Work History
Kerry has 11 years of experience.
Citigroup Global Markets Inc
Disclosures
Kerry Cochran has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.