James Euart Cochran, CFP

Overview

James Euart Cochran is an insurance agent, a registered representative and an investment adviser representative based in Memphis, TN, with 17 years in the industry.

Years in the industry

17

States licensed

8

States registered

14

Carrier appointments

22

Contact

3 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 8 states
• Registered in 14 states

• Agent
• Producer
• Series 24
• Series 66
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Summit Wealth GroupCurrent firm

Employment history since 2009

Carriers

22 active carrier appointments

Book and practice

Firm assets under management on file