Paul CockmanCRD Number: 1458574
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Paul Cockman (CRD# 1458574) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Saint Peters, MO and has over 30 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|J.j.b. Hilliard, W.l. Lyons, LLC||St. Peters, MO||Sep 2008 - Current||8|
|Wachovia Securities, LLC||St. Peters, MO||Jan 2008 - Sep 2008||< 1|
|A. G. Edwards & Sons, Inc.||St. Peters, MO||Mar 1990 - Sep 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management6,179MILLIONS
Total Number of Accounts21,382ACCOUNTS
Average Account Value$288,982
- A percentage of assets under your management
- 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV