Doug Cochran CFP®, ChFC®, RICP®
Wealth Management Advisor CFP®, ChFC®, RICP®
Experience breeds sound judgment—this is especially true in the financial industry. With more than 25 years of financial planning experience, Doug Cochran has led his clients through the peaks and valleys of bull and bear markets.
After earning a Bachelor’s Degree at Texas State University, Doug began his career with Edward Jones. Since then, he has been a Registered Financial Advisor with several prominent firms, including Fidelity Investments, Charles Schwab, JP Morgan Chase, and Bank of America Investments.
After carefully evaluating top independent firms, in 2006, Doug’s clients joined him at LPL Financial, the nation’s largest independent broker-dealer. He chose LPL Financial for its more than 40-year history of partnering with financial advisors to support their goals in protecting and growing client's wealth. Because the firm does not sell proprietary products, Doug can provide independent and personalized advice.
Doug earned the distinction of becoming a Retirement Income Certified Professional. Retirement Income Certified Professionals are advisors who help people with the goal that all of the money they saved for retirement lasts a lifetime. RICP's can help clients create steady, tax-efficient retirement income out of their savings, calculate the optimal timing of social security and company retirement benefits, and plan for healthcare expenses and long-term care.
Doug was raised in Orange, Texas with his father, an independent insurance agent, mother, a teacher, and sister, Rebecca. His small-town roots and close-knit family have blessed him with a firm foundation and sound moral compass. Growing up, Doug watched his father run his business with integrity and by prioritizing the client's needs above profit. This set a powerful example for how Doug operates his practice now.
Today, Doug has been married to his wife, Jacy, since 2005. The Cochran family includes their daughter, Ella, and dog, Finn. They live in northeast Dallas, but spend much of their free time on the waters of Lake Texoma where there is a tranquil environment to demonstrate an appreciation and respect for nature and family to Ella.
Practice Focus:
- Consultative financial planning
- Investment management
- Asset allocation
- Estate planning
- Protection strategies for
a secure future - Retirement planning
- Saving for college
- Life insurance
Securities Registrations (Held with LPL Financial):
- Series 7
- Series 63
- Series 65
Additional Credentials:
- RICP®
- BA. in Political Science
- Group 1 Insurance License