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Craig Cochran

Advisor at Advisory Services Network

Updated today

Location

Camden, SC 29020

Credentials

Series 66

Industry experience

12 years

About

Craig Cochran is a financial advisor with Advisory Services Network, holding a Series 66 credential and 12 years of industry experience. He has worked with Advisory Services Network since 2015 and concurrently with Kovack Securities Inc. and Tenet Wealth Management since 2014 and 2011, respectively. Outside of his advisory roles, he serves on the finance committee of Trinity Methodist Church, providing guidance on the church’s financial decisions. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Client services

Based on Advisory Services Network

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Advisory Services Network

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy

Occupation focus

Based on Advisory Services Network

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.

Percentage

$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.

Project-based

Financial planning and investment consulting hourly fees range from $150 to $400 per hour.

Subscriptions

Monthly subscription fee-based advice service ranging from $35 to $250 per month.

Other

Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.

Location

1039 Broad Street

Camden, SC 29020

Most active in

South Carolina

Work history

Advisory Services Network, LLC

2015 - Present (11 years)

Kovack Securities Inc.

2014 - Present (12 years)

Tenet Wealth Management

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward T

Series 63, Series 66

Camden, SC

Camco, LLC

Edward Tuggle is the sole advisor at Camco, LLC, an independent firm based in Camden, SC. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 16 years with Camco. Prior to founding Camco, his background includes broker-dealer roles. Camco provides discretionary portfolio management for individual investors, focusing on taxable accounts and tax-deferred IRAs. The firm emphasizes a global, horizon-focused investment approach that aims to anticipate market events and limit downside risk through diversified portfolios of funds, income-producing securities, and cash allocations, with discretionary management handled through a single custodian.

Wealth management Passive / index investing Income planning Real estate investing
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Philip G

Series 63, Series 65

Camden, SC

Cannon Advisors

Philip Gephart is a financial advisor at Cannon Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Cannon Advisors, he worked at firms including Northwestern Mutual and TIAA-CREF Individual & Institutional Services. Outside of finance, he is the owner and fitness director of Workout Anytime in Camden, SC. Cannon Advisors is a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a variety of analytical methods and strategies, including derivatives and short selling, and manages held-away retirement and HSA accounts through third-party platforms to facilitate tax-efficient asset location and rebalancing.

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Craig S

Series 63, Series 66

Camden, SC

Advisory Services Network

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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William G

Series 63, Series 66

Camden, SC

Advisory Services Network

William Galloway Jr. is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bb&T Securities and Scott & Stringfellow. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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William M

Series 66

Camden, SC

Kovack Advisors, inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan F

ChFC®, Series 63, Series 66

Camden, SC

Advisory Services Network

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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