John Cockrell (CRD# 4355426) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethesda, MD and has over 7 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2022 - Current | 1 |
| Harvest Wealth | Bethesda, MD | Jun 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington, DC | Oct 2018 - Jun 2022 | 3 |
| Unemployed | Washington, DC | Aug 2018 - Sep 2018 | < 1 |
| Santander Securities LLC | Dorchester, MA | Nov 2017 - Jul 2018 | < 1 |
| Santander Bank Na | Boston, MA | Oct 2017 - Jul 2018 | < 1 |
| Barbour Georgetown | Washington, DC | Oct 2017 - Nov 2017 | < 1 |
| Citibank | Washington, DC | Oct 2017 - Oct 2017 | < 1 |
| Charles Schwab & Company, Inc. | Bowie, MD | Aug 2016 - Oct 2017 | 1 |
| The Prudential Insurance Company Of America | Needham, MA | Mar 2016 - Jul 2016 | < 1 |
| Pruco Securities LLC | Needham, MA | Oct 2015 - Jul 2016 | < 1 |
| Patagonia Boston | Boston, MA | Sep 2015 - Dec 2015 | < 1 |
| National Wildlife Federation | Reston, VA | May 2015 - Sep 2015 | < 1 |
| Unemployed | Washington, DC | Nov 2014 - May 2015 | < 1 |
| Pnc Financial Services Group | Washington, DC | May 2003 - Nov 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
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.
Get Details on the FINRA Advisor Check site- MD
-
Total Assets Under Management33,356MILLIONS
-
Total Number of Accounts176,986ACCOUNTS
-
Average Account Value$188,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.