AC
AC

Alexander Cochran

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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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 Investment Services, LLCBroker
April 2023 - Present · 2 yrs 10 mos
Kestra Advisory Services, LLC
April 2023 - Present · 2 yrs 10 mos
Kestra Investment Services, LLC
April 2023 - Present · 2 yrs 10 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
Exams
No exam information available for this advisor.