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Craig Cochran

12 Years of Experience
Camden, SC
BrokerSells Insurance

Craig Cochran is a registered investment advisor at Advisory Services Network, based in Camden, SC, with 12 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1039 Broad Street, Camden, SC, 29020

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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

Craig works as a financial advisor doing research and operations for Tenet Wealth Management, dedicating the majority of his time. He also sells fixed insurance, spending a few hours per week on this activity, and participates in committee meetings at Lyttleton Street United Methodist Church, spending minimal time.

Employment History
Current Registrations
Advisory Services Network
May 2015 - Present · 11 yrs
Kovack Securities INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Resource Horizons Group LLCBroker
October 2013 - October 2014 · 1 yr
State Registrations4 states
FLGAINSC
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.