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Debra Lynn Coccoro

Investment adviser representative at Pearson Financial Services
11 yearsExperience
1 stateRegistered in
$885MFirm assets
Under 1 yearFirm 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 assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Law Office of Debra CoccoroAug 2016 to now
  2. Pearson Financial ServicesAug 2015 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MA).

Pearson Financial Services

Legal name: Pearson and Associates, LLC

$885MAssets managed
500Clients
6Advisers
Under 1 yearIn 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
6543508
Firm CRD
130143
Advisor's SEC record (opens in a new tab)
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