Unclaimed Profile

William Monroe Cockrum

LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC·LOS ANGELES, California

Clean recordLOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC

11777 SAN VICENTE BLVD.,, LOS ANGELES, CA 90049CRD# 2438157Firm CRD# 119200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Monroe Cockrum · LOS ANGELES, CA

Registration

CRD #2438157 · LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Monroe Cockrum is a registered financial advisor based in LOS ANGELES, California, affiliated with LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

BROADSHORE CAPITAL PARTNERS, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROADSHORE CAPITAL PARTNERS, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: ACQUISITION & DISPOSITION FEES: ALL FEES SEPARATELY NEGOTIATED.

Regulatory

SEC/IARD CRD# 2438157

Firm CRD# 119200

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Monroe Cockrum offer?

William Monroe Cockrum specializes in Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are William Monroe Cockrum's credentials?

William Monroe Cockrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Monroe Cockrum located?

William Monroe Cockrum is based in LOS ANGELES, California, working with LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does William Monroe Cockrum charge for services?

William Monroe Cockrum's firm is compensated through percentage of aum, performance-based fees, other: acquisition & disposition fees: all fees separately negotiated.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC?

LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC has approximately 24 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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