Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cochran is a financial advisor registered with IHT Wealth Management LLC. James is also registered as an Investment Advisor Representative with the state of Illinois. James has a series 7, 63, 66 and SIE license. James has been working in the financial industry since 2004. James is a Certified Financial Planner. The firm specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
02/16/2017 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
02/14/2023 - 05/02/2023
LPL FINANCIAL LLC (BLOOMINGDALE IL)
IL
11/15/2013 - 02/15/2017
LPL FINANCIAL LLC (CHICAGO IL)
IL
05/25/2010 - 11/18/2013
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
11/14/2005 - 11/09/2009
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTCHESTER IL)
IL
11/14/2005 - 11/09/2009
MUTUAL OF AMERICA SECURITIES CORPORATION (WESTCHESTER IL)
MO
08/05/2004 - 08/18/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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