Unclaimed Profile

Alexander Joseph Cochran

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

Series 3, Series 7, Series 7TO, Series 30, Series 63, Series 65Clean record10 years registeredCANTERBURY CONSULTING INCORPORATED

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 5693490Firm CRD# 22875

Profile Verification

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

Identity

Alexander Joseph Cochran · NEWPORT BEACH, CA

Registration

CRD #5693490 · CANTERBURY CONSULTING INCORPORATED · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANTERBURY CONSULTING INCORPORATED

HIRTLE, CALLAGHAN & CO., LLC

Sep 2019 – Sep 2022

Newport Beach, CA

CANTERBURY CONSULTING INCORPORATED

Jun 2016 – Jan 2020

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 7TO

Series 30

Series 63

Series 65

Registration record

First registered · June 21, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

AUM

$6.6B

Regulatory assets under management

Employees

4,358 client accounts

Services offered by CANTERBURY CONSULTING INCORPORATED

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Alexander Joseph Cochran offer?

Alexander Joseph Cochran specializes in Investment Management, Retirement Planning, Wealth Management.

What are Alexander Joseph Cochran's credentials?

Alexander Joseph Cochran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Joseph Cochran located?

Alexander Joseph Cochran is based in NEWPORT BEACH, California, last registered with CANTERBURY CONSULTING INCORPORATED.

How does Alexander Joseph Cochran charge for services?

Alexander Joseph Cochran's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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