Doug Cochran
Wealth Management Advisor at Lpl Financial
Based in Dallas-Fort Worth, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
14K
Contact information
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d•••••••@••••••.com
Phone
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Background
About Doug Cochran
As an independent financial advisor, I rely on my 27 years of investment and financial planning experience. I offer my clients independent advice to help them work toward their long-term financial goals. I primarily focus my practice on pre-retirees and those in the distribution phase of retirement. Key Wealth Management focus area: Retirement Income Planning. Designation: RICP®, Retirement Income Certified Professional. RICP® conferred by The American College. The RICP® educational curriculum is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. Doug was awarded the Retirement Income Certified Professional® by The American College of Bryn Mawr, Pennsylvania, on October 1st, 2016. Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2021 Five Star Wealth Managers. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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