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Lucas Jameson Staples

Cochranmickels Retirement Specialists, LLC

Huntsville, AL

CRD 6537791

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Employer firm

Cochranmickels Retirement Specialists, LLC CRD 327837

$30.3M regulatory AUM 42 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cochranmickels Retirement Specialists, Llc

4801 University Square Drive, Suite 26, Huntsville, AL 35816 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-18
AL RA APPROVED 2024-01-30
  • FL RA
    APPROVED
    Since 2025-11-18
  • AL RA
    APPROVED
    Since 2024-01-30

Branch Locations

4801 University Square Drive, Suite 26, Huntsville, AL 35816 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cochranmickels Retirement Specialists Huntsville AL 01/2014 Present
Cochranmickels Retirement Specialists, Llc Huntsville AL 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-29
  • S65 Uniform Investment Adviser Law Examination
    2024-01-29

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Nearby Investors

ERIC TY KING
MARK ANTHONY RUSSELL
JOHN K WALTERS

Nearby Offices

LPL FINANCIAL LLC · HUNTSVILLE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Huntsville, AL
OSAIC WEALTH, INC. · HUNTSVILLE, AL

More in Huntsville, AL

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