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Charles Pollard Cocke

LB PARTNERS LLC·CHARLOTTESVILLE, Virginia
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411-413A EAST MAIN ST., CHARLOTTESVILLE, VA 22902CRD# 4522520Firm CRD# 309088
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About

Charles Pollard Cocke is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with LB PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LB PARTNERS LLC
LB PARTNERS LLC
AUM
$190M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LB PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4522520
Firm CRD# 309088
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Pollard Cocke offer?
Charles Pollard Cocke specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Charles Pollard Cocke's credentials?
Charles Pollard Cocke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Pollard Cocke located?
Charles Pollard Cocke is based in CHARLOTTESVILLE, Virginia, working with LB PARTNERS LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Charles Pollard Cocke charge for services?
Charles Pollard Cocke's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LB PARTNERS LLC?
LB PARTNERS LLC has approximately 2 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
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