Trevor Scott Cochrane
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Trevor Scott Cochrane? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCAug 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Aug 2025
- Securities America AdvisorsFeb 2021 to Jun 2024
- Securities America, Inc.Feb 2021 to Jun 2024
- Cambridge Investment Research Advisors, Inc.Jul 2020 to Feb 2021
- Cambridge Investment Research, Inc.Apr 2020 to Feb 2021
- Lamarque FordDec 2018 to Sep 2020
- Manna Fellowship ChurchOct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7250748
- Firm CRD
- 6413