Derek Cockrell Email and Phone Number
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Experienced Owner with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Securities, Asset Management, Retirement Planning, Mutual Funds, and Health Insurance.
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Manager Of WealthWatershed Wealth Management Apr 2023 - PresentRansom Canyon, Texas, United StatesAt Watershed Wealth Management, we offer access to comprehensive financial services that cover tax, trust, estate planning, investments, retirement planning, and insurance. Our team is comprised of skilled professionals who collaborate to help ensure our clients receive world- class care and insight. Additionally, we have IT, compliance, and operational support, enabling us to focus more on our clients’ needs and aspirations, rather than day‐to‐day administration. Our aim is to help you achieve your financial goals with our in‐house expertise and resources.Disclosures:Securities offered through LPL Financial, Member FINRA/SIPC.Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network, LLC. and Watershed Wealth Management are separate entities from LPL Financial.
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Manager Of WealthMariner Advisor Network Apr 2023 - PresentRansom Canyon, Texas, United States -
Manager Of WealthLpl Financial Apr 2023 - Present -
OwnerContemporary Benefits, Llc Nov 1996 - PresentRansom Canyon, Texas, United StatesWe manage employee benefit plans for companies, including (but not limited to) health, dental, life, and disability plans, as well as non-qualified retirement plans (qualified retirement plans are available through our sister company Watershed Wealth Management). In addition, we administer Section 125 Cafeteria Plans, COBRA, and Split-Funding plans for companies and select brokers.
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Wealth ManagerGateway Financial Advisors, Inc. Jun 2016 - Oct 2023Ransom Canyon, Texas, United StatesWe work with our clients to crystallize dreams into actionable plans, managing those plans as life changes and inevitable adjustments are made. We are the travel agent and GPS for our clients on the road to their destination, wherever and whatever that might be! We are independent advisors, so we work for our clients, not an insurance company or brokerage house. That allows us to be entirely objective, and it opens up almost the entire universe of financial solutions to us, which in turn helps us to build the best plan for our clients.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC (www.finra.org and www.sipc.org). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Contemporary Benefits, LLC are not affiliated. Securities products are limited to residents of NM and TX. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Contemporary Benefits, LLC will contact you to provide requested information. Representatives of CIR do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by CIR or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed -
Wealth ManagerCambridge Investment Research, Inc. Jun 2016 - Oct 2023 -
Wealth ManagerAmeritas Investment Corp. 1996 - Jun 2016Clovis, Nm
Derek Cockrell Skills
Derek Cockrell Education Details
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Human Resource Management And Business Administration -
Melrose High SchoolHs Diploma
Frequently Asked Questions about Derek Cockrell
What company does Derek Cockrell work for?
Derek Cockrell works for Watershed Wealth Management
What is Derek Cockrell's role at the current company?
Derek Cockrell's current role is Comprehensive strategies for complex financial goals.
What is Derek Cockrell's email address?
Derek Cockrell's email address is ni****@****bal.net
What is Derek Cockrell's direct phone number?
Derek Cockrell's direct phone number is +157579*****
What schools did Derek Cockrell attend?
Derek Cockrell attended Eastern New Mexico University, Melrose High School.
What skills is Derek Cockrell known for?
Derek Cockrell has skills like Alternative Investments, Financial Planners, Fixed Annuities, Pensions, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Iras, Annuities, Investments, 401k.
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