Nicholas Cochran, financial advisor San Ramon CA

Nicholas Cochran

CRD Number: 713570
Current Firm: American Investors Co

Nicholas Cochran (CRD# 713570) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Nicholas C. Cochran San Jose, CA Jan 2006 - Current 16
American Investors Company San Ramon, CA Apr 1992 - Current 30
Nicholas C. Cochran San Ramon, CA Apr 1990 - Current 32
Alliance Of Independent Broker-dealers San Jose, CA Jan 2011 - Nov 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
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.

Get Details on the FINRA Advisor Check site
Contact Info for Nicholas C. Cochran
Phone Number: 925-866-2882
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    589
    MILLIONS
  • Total Number of Accounts
    1,868
    ACCOUNTS
  • Average Account Value
    $315,083
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, NV, NY, OR, TX, WA

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