BC
BC

Brent Alan Cochran

31 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Loading...

Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brent is an independent insurance agent selling fixed life insurance products since 2008, dedicating minimal time to this activity. He also owns KBC Ventures (equipment leasing) and KBC Good Deeds LLC (real estate purchases), spending a few hours per week on each.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
January 2019 - June 2023 · 4 yrs 5 mos
Crewe Advisors
October 2016 - January 2019 · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
September 2006 - October 2016 · 10 yrs 1 mo
Cambridge Investment Research Advisors, INC.
September 2006 - October 2016 · 10 yrs 1 mo
First Western AdvisorsBroker
February 2003 - October 2006 · 3 yrs 8 mos
First Western Advisors
February 2003 - October 2006 · 3 yrs 8 mos
Goldman, Sachs & CO.Broker
October 2000 - January 2003 · 2 yrs 3 mos
First Western AdvisorsBroker
February 1998 - October 2000 · 2 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
October 1996 - February 1998 · 1 yr 4 mos
Northwestern Mutual Investment Services, INC.Broker
July 1996 - February 1998 · 1 yr 7 mos
J.P. Morgan Securities INC.Broker
November 1994 - December 1995 · 1 yr 1 mo
Kidder, Peabody & CO. IncorporatedBroker
July 1993 - October 1994 · 1 yr 3 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Brent Alan Cochran - Financial Advisor | TrueAdvisor