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Danny Kent Cochran

CRD# 2020952·Registered 1990 - 2023
Previously Registered: Being a previously registered professional could mean that Danny is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Danny Kent Cochran was a registered financial advisor. Danny was a previously registered financial professional and started their career in finance 1990 - 2023. Danny had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

37 years in the financial services industry

Current & Past Employments

Past

AVANTAX ADVISORY SERVICESPast·CRD# 104556
RIA
Shawnee, OK
June 25, 1996 - October 5, 2023
AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686
BD
Shawnee, OK
April 29, 1996 - October 5, 2023
SUNPOINT SECURITIES, INC.Past·CRD# 25442
BD
Longview, TX
January 4, 1994 - May 2, 1996
CETERA WEALTH SERVICES, LLCPast·CRD# 13572
BD
El Segundo, CA
November 4, 1991 - January 6, 1994
GREEN HILL FINANCIAL SERVICE CORPORATIONPast·CRD# 4882
BD
January 2, 1990 - November 12, 1991

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) The Standard~816 S Main~Stillwater~OK~74074~Independent Insurance Agent~Insurance Sales Agent~12/1/2013~1hrs~1hrs~servicing Standard Fixed Annuity|American Underwriters Life Insurance Campany~'NIR'~816 S Main~Stillwater~OK~74074~Independent Insurance Agent~Insurance Sales Agent~12/1/2013~1hrs~1hrs~service Fixed Annuities 2) Danny Cochran~816 South Main~Stillwater~OK~74074~Accounting Services/Tax Preparation~Owner~7/1/2011~160hrs~100hrs~Tax professional, Tax preparation, Review and consultant. assist clients with bookkeeping, bank reconciliation, prepare financial statements and related w-2 and payroll report 3) Lincoln Benefit Life~816 S Main~Stillwater~OK~74074~Independent Insurance Agent~Insurance Sales Agent~12/1/2013~1hrs~1hrs~Servicing LBL Index Annuity 4) Avantax Insurance Agency, LLC~Stillwater, OK~Equity Indexed Annuity~Agent~4/26/1997~2hrs~2hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|Cochran Bell LLC~'IR'~816 S Main~Stillwater~OK~74074~Accounting Services/Tax Preparation~Employee~10/1/2020~120hrs~60hrs~Tax Preparation, Tax return reviews. Financial Advisor 5) GOLDEN RULE MEDICAL HEALTH INSURANCE; POSITION: Insurance Sales Agent NATURE: Independent Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1995; 816 South Main, Stillwater OK 74074, servicing of Health Savings Accounts 7) COCHRAN BELL WEALTH & TAX STRATEGY; POSITION: Independent Consultant NATURE: Tax return services Consultant to financial services function of Cochran Bell Wealth INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 10/01/2020;816 S Main, Stillwater OK 74074, United States Tax Preparation, Tax return reviews. Financial Advisor: meet with clients to review investment options. review proposals. review with clients advisory reports. review advisory proposals prepared by Avantax Advisory personnel for prospects. Review Annuities, review actions and recommendations from Annuity specialist for action needed or not needed. review any applicable money plans

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1991About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1989About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jan 2001About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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