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Alexander Cochran

Kestra Advisory Services, LLC
12 Years of Experience
Reston, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Cochran is a registered investment advisor at Kestra Advisory Services, LLC, based in Reston, VA, with 12 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1450 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11710 Plaza American Dr, Ste 2000, Reston, VA, 20190

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander works full-time as a Planning & Investment Associate at Curo Private Wealth, managing client needs and participating in financial planning. Additionally, Alexander's wife rents out her condo as a rental property, in which Alexander has a financial interest.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2023 - Present · 3 yrs 6 mos
Kestra Investment Services, LLCBroker
April 2023 - Present · 3 yrs 6 mos
Kestra Investment Services, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Seia
July 2020 - June 2023 · 2 yrs 11 mos
Royal Alliance Associates, INC.Broker
July 2020 - April 2023 · 2 yrs 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
July 2019 - September 2019 · 2 mos
LPL Financial LLCBroker
July 2019 - October 2019 · 3 mos
Wealth Enhancement Advisory Services, LLC
July 2019 - September 2019 · 2 mos
Planning Solutions Group, LLC
September 2014 - September 2019 · 5 yrs
Triad Advisors LLCBroker
October 2013 - July 2019 · 5 yrs 9 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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