AdvisorOS Directory
Claim Profile
Unclaimed Profile
MC

Matthew Boyd Cochran

LBA WEALTH MANAGEMENT, LLC·JACKSONVILLE, Florida
Series 7, Series 66CFAClean recordLBA WEALTH MANAGEMENT, LLC
501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 5007977Firm CRD# 113309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Boyd Cochran · JACKSONVILLE, FL
Registration
CRD #5007977 · LBA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Boyd Cochran is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with LBA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LBA WEALTH MANAGEMENT, LLC
LBA WEALTH MANAGEMENT, LLC
AUM
$350M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LBA WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 5007977
Firm CRD# 113309
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Browse JACKSONVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Boyd Cochran offer?
Matthew Boyd Cochran specializes in Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Matthew Boyd Cochran's credentials?
Matthew Boyd Cochran holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Boyd Cochran located?
Matthew Boyd Cochran is based in JACKSONVILLE, Florida, working with LBA WEALTH MANAGEMENT, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Matthew Boyd Cochran charge for services?
Matthew Boyd Cochran's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LBA WEALTH MANAGEMENT, LLC?
LBA WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LBA WEALTH MANAGEMENT, LLC

William Riley Morrow
JACKSONVILLE, FL
Scott William Lanigan
JACKSONVILLE, FL
Cindy Meide
JACKSONVILLE, FL
Edward Jay Grenadier
JACKSONVILLE, FL
John Edward Reynolds
JACKSONVILLE, FL
Kimberly Passmore White
JACKSONVILLE, FL

More Advisors in JACKSONVILLE, Florida

Thad Larson Mcnulty
CHALLEN ASSET MANAGEMENT, LLC·JACKSONVILLE, FL
Clarence Ronald Belton
RIVERPLACE ANALYTICS, LLC·JACKSONVILLE, FL
Leslie Alexandra Demetree-Doherty
AUGUSTINE ASSET MANAGEMENT INC·JACKSONVILLE, FL
Francis Orchard Trotter
EVERBANK WEALTH MANAGEMENT, INC.·JACKSONVILLE, FL
Franklin Russell Beard
BRINKMERE CAPITAL MANAGEMENT I, LP·JACKSONVILLE, FL
Jeffrey Bruce Koch
BDO WEALTH ADVISORS, LLC·JACKSONVILLE, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile