Joshua Cochran, financial advisor Atlanta GA
76 score

Joshua Cochran

CRD Number: 5493274
Current Firm: Cochran Wealth LLC

Joshua Cochran (CRD# 5493274) is an Investment Advisor Representative working at Cochran Wealth LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cochran Wealth LLC Atlanta, GA Jun 2015 - Current 1
Fifth Third Securities Atlanta, GA Apr 2014 - Jun 2015 1
Ned Davis Research Atlanta, GA Sep 2013 - Mar 2014 < 1
Merrill Lynch Pierce Fenner &amp; Smith Greensboro, NC Jun 2008 - Aug 2013 5
The University Of North Carolina At Greensboro Greensboro, NC Mar 2003 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Joshua T. Cochran
Phone Number: 336.420.6736
Registered State(s):
  • GA
Current Firm Details
Cochran Wealth LLC
Firm's CRD Number: 271034
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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