Michael Cocke, financial advisor San Antonio TX
93 score

Michael Cocke

CRD Number: 5414591
Current Firm: Wells Fargo Advisors, LLC

Michael Cocke (CRD# 5414591) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Antonio, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC San Antonio, TX Jul 2015 - Current 1
Bank Of America, N.a. San Antonio, TX Apr 2014 - Jul 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX Jan 2014 - Jul 2015 1
Habanero Capital LLC San Antonio, TX Mar 2013 - Jan 2014 < 1
Self Employed San Antonio, TX Mar 2011 - Mar 2013 2
Advisors Asset Management, Inc. Monument, TX Oct 2010 - Mar 2011 < 1
American Funds Distributors, Inc. San Antonio, TX Feb 2010 - Oct 2010 < 1
Investment Professionals, Inc. San Antonio, TX Aug 2009 - Feb 2010 < 1
Unemployed San Antonio, TX May 2009 - Aug 2009 < 1
Ubs Financial Services Inc. Corpus Christi, TX Aug 2007 - May 2009 1
Student Corpus Christi, TX Jan 2004 - Aug 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Michael R. Cocke
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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