Alexander Cochran
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Kestra Advisory Services, LLCApr 2023 to now
- Kestra Investment Services, LLCApr 2023 to now
- Seia LLCJun 2020 to Apr 2023
- Royal AllianceSep 2019 to Apr 2023
- LPL Financial LLCJul 2019 to Sep 2019
- Wealth Enhancement Advisory Services, LLCJul 2019 to Sep 2019
- Wealth Enhancement Brokerage ServicesJul 2019 to Sep 2019
- Wealth Enhancement GroupJul 2019 to Sep 2019
- Planning Solutions GroupJun 2013 to Jul 2019
- Triad Advisors, Inc.Jun 2011 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5950624
- Firm CRD
- 283330