Franklin Cochran
Franklin Cochran is a registered investment advisor at Level Four Advisory Services, based in Atlanta, GA, with 30 years of industry experience. Franklin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
4004 Summit Blvd SE, Suite 125, Atlanta, GA, 30319
Get directionsHistory
Regulatory History (1)
Criminal
November 1984Other Business ActivitiesSells Insurance
Franklin dedicates about half of his time to Level Four Insurance, an insurance sales and consulting business, and has done so since November 2024. He also spends about 10-20% of his time with Veracor, LLC, an insurance sales and services company he has owned since 2004 to service existing clients.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
The Benefit Company, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.