Erin Cockman
Erin Cockman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, NC, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2815-A S. Church Street, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is the Chair of the Board and a Director for Alamance ElderCare, a non-profit organization, dedicating a few hours per week. Erin is also a passive partner and owner/proprietor of Plastridge Insurance Agency, spending minimal time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wachovia Securities, INC.
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations16 states
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