Francis Marion Cockrell

Current Employers

Employment History

• 11/1997 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2007-10-10 → 2025-01-24
  Osaic Fa, Inc.
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. NAME AND ADDRESS: FRANCIS COCKRELL, 8880 CAL CENTER DR, #220, SACRAMENTO, CA 95826 CATEGORY: INSURANCE, INVESTMENT-RELATED: YES TITLE: AGENT, DUTIES: OFFERS TRADITIONAL LIFE INSURANCE, ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED/INDEXED ANNUITIES AND HEALTH SAVINGS ACCOUNTS. START DATE: 10/31/2008, HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20. 2. FRANK COCKRELL POSTION: TRUSTEE NATURE: MY MOTHER UPDATED HER ESTATE PLANNING DOCUMENTS TO LIST ME AS SUCCESSOR TRUSTEE AND POA IF NEEDED AS WELL AS THE PERSONAL TO MAKE MEDICAL DECISIONS INVESTMENT RELATED: NO. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 DESCRIPTION: HOPEFULLY NOTHING ANYTIME SOON BUT IF MY MOTHER HAS HEALTH ISSUES OR PASSES AWAY, I WOULD NEED TO PREFORM THE APPROPRIATE DUTIES. 3. CHAIR SAN JUAN SCHOOL DISTRICT FACUILITIES COMMITTEE POSTION: BOARD MEMBER NATURE: The facilities committee receives education on what is occurring with the facilities of the school district. The group is also asked to weigh in on upcoming items pertaining to school facilities and give guidance to the school board or district staff. We don't handle funds nor make political decisions. I would chair the committee which is comprised on individuals who live in the district and are appointed by current school board members.: INVESTMENT RELATED NO. NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/04/2025 DESCRIPTION: I conduct a monthly meeting and help create the agenda of the meeting. i may periodically have to visit school sites to see items in person.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-18
• S63 Uniform Securities Agent State Law Examination
  1996-09-17

Designations

Other Names

• Frank Cockrell
• Francis Marion Cockrell
• Francis Cockrell
• Francis Martin Cockrell