KC
KC

Kelcey Cochran

4 Years of Experience
Chattanooga, TN
Broker

Kelcey Cochran is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 4 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

240 Forest Avenue, Suite 202, Chattanooga, TN, 37405

Get directions

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.

Learn about disclosures →
Other Business Activities

Kelcey works as a bartender at Westbound Honky-Tonk, starting in 2019. This takes about 10-20% of their time and does not occur during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2022 - August 2023 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
November 2021 - August 2023 · 1 yr 9 mos
State Registrations1 state
TN
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.