LPL Financial
43yrs
Top advisor by experience in Fort Mill
13yrs
Josh Cocherell
Financial advisor at LPL Financial
Josh Cocherell is a fiduciary financial advisor in Fort Mill, South Carolina, with 13 years in the industry. After a year at Cambridge Investment Research Advisors, Josh joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office1055 LPL Way, Fort Mill, SC 29715
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- Aug 2020 – Apr 2021
- 2013 – 2018
Contact Josh
(704) 733-3300LPL Financial main office 1055 LPL WayFort Mill, SC 29715Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Josh
Tailored to Josh’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Josh
How do I contact Josh?
Call LPL Financial at (704) 733-3300 and ask for Josh Cocherell. Josh works from the Fort Mill, SC office.
How long has Josh been a financial advisor?
Josh has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Josh hold?
Series 66. Tap any license on this page to see what it allows.
Is Josh a fiduciary?
Josh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Josh paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Josh for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Fort Mill
LPL Financial
43yrs
Top 1% by experience in Fort Mill
Kestra Advisory Services
43yrs
Top 1% by experience in Fort Mill
LPL Enterprise
41yrs
Top 1% by experience in Fort Mill
LPL Financial
39yrs
Top 1% by experience in Fort Mill