Athol CochraneCRD Number: 1945108
Current Firm: Prudential Financial Planning Services
Athol Cochrane (CRD# 1945108) is an Investment Advisor Representative working at Prudential Financial Planning Services in Newport, RI and has over 24 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|Wealth Solutions, LLC||Newport, RI||Jun 2008 - Current||8|
|The Prudential Insurance Company Of America||Middletown, RI||Mar 1989 - Current||27|
|Pruco Securities, LLC||Middletown, RI||Mar 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1992|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV