Robert Cockman
Robert Cockman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, NC, with 3 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 S. Church Street, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an associate/employee at Milestone Wealth Management since 2021, dedicating about half of his time. He is also a silent 50% partner in PWPNC, LLC, a holding company for a building, spending minimal time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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