Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Euart Cochran is a financial advisor with Commonwealth Financial Network. James has been in the financial industry since January 2009 and has experience in providing financial planning, portfolio management, and insurance services. James holds a Series 7, Series 66, and Series 24 license and is also a Certified Financial Planner. James is registered in 31 states. In addition to his role with Commonwealth Financial Network, James is also a co-owner of Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business. James is committed to providing his clients with personalized financial advice and strategies that meet their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
06/11/2018 - Present
Commonwealth Financial Network (MEMPHIS TN)
TN
01/29/2009 - 06/12/2018
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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