Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Lynchburg, VA
Equitable Advisors
Institution
Cristina Cochran is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at firms including Truist Bank and Edward Jones. Cochran serves as an adjunct online instructor in public speaking at Liberty University and is on the board of directors for the nonprofit Freedom 424. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Lynchburg, VA
Lynchburg VA
Advisors at this office
1
Utah · Virginia
5 years of industry experience
equitable
2024 - Present • 2 years
Lynchburg, VA
Equitable Advisors, LLC
2023 - Present • 3 years
New York, NY
Truist Bank
2022 - 2023 • 1 year
Lynchburg, VA
Edward Jones
2021 - 2022 • 1 year
Lynchburg, VA
Bair Foundation
2020 - 2023 • 3 years
Lynchburg, VA
Afton Mountain Vineyards
2019 - 2019 • 1 year
Afton, VA
Liberty University Online
2018 - Present • 8 years
Lynchburg, VA
Wells Fargo Clearing Services LLC
2017 - 2020 • 3 years
Lynchburg, VA
Liberty University School of Law
2016 - 2016 • 1 year
Lynchburg, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®
Lynchburg, VA
Kenneth Dean Bennett
Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.
CFP®, Series 63, Series 65
Lynchburg, VA
Harvest - Faith-Based Investing
Kurt Cornfield is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.
CFP®
Lynchburg, VA
Lynchburg Wealth Management
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Series 66
Lynchburg, VA
Servus Capital Management
Allan Malina is a financial advisor at Servus Capital Management in Lynchburg, VA, with 23 years of industry experience. He holds the Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management primarily for individual clients, as well as non-profit, corporate, and retirement-plan clients. The firm utilizes an IPS-driven process with a proprietary Quantitative Portfolio Management system that employs ETF-based strategies and offers specialized services such as pension consulting and an asset-parking platform for legacy holdings.
Series 65
Forest, VA
City Capital Management L.L.C.
John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.
Series 65
Forest, VA
Investment Leadership, LLC
Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.
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