Robert Cockman (CRD# 7364496) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, NC and has 1 year of experience in the finance industry.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4250936
Bass Financial Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington, NC | May 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Burlington, NC | Apr 2021 - May 2022 | 1 |
| Pinnacle Pharmacy Consultants, LLC | Whitsett, NC | Jan 2019 - Apr 2021 | 2 |
| Midtown Pharmacy, LLC | Whitsett, NC | Dec 2003 - Jan 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- NC
-
Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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