Unclaimed Profile

Matthew Boyd Cochran

LBA WEALTH MANAGEMENT, LLC·JACKSONVILLE, Florida

Series 7, Series 66CFAClean record20 years registeredLBA 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 · 20 years registered

Brand Profile

Not yet started

Career History

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

Sep 2023 – present

BDO WEALTH ADVISORS, LLC

Apr 2017 – Sep 2023

JACKSONVILLE, FL

LBA WEALTH MANAGEMENT, LLC

Jan 2011 – May 2017

JACKSONVILLE, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2009 – Jan 2011

JACKSONVILLE, FL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2006 – Apr 2008

CHARLOTTE, NC

AMERIPRISE FINANCIAL SERVICES, INC.

Dec 2005 – Jun 2006

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 14, 2005

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LBA WEALTH MANAGEMENT, LLC

CRD 113309 · SEC 801-70003

AUM

$350M

Regulatory assets under management

Employees

829 client accounts

Services offered by LBA WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LBA WEALTH MANAGEMENT, LLC →

Introduction

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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.

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