Rachel M. Cochran - Financial Advisors

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Rachel M. Cochran

Why I Love My Job

The culture of our firm is like no other. My coworkers are not just coworkers—they are my second family and I care deeply about them all.

If you’re calling into our Long Beach headquarters, it’s likely you’ll hear Rachel’s distinctive voice greeting you. That’s been a part of her responsibilities since joining us back in 2001. Over the years, she’s come to know many of our clients and has a knack for recognizing your distinctive voices—so don’t be surprised if she greets you by name. “I enjoy the exchanges that I have with clients when they call or come in—and in general, just helping others,” she says.

Rachel’s role with Halbert Hargrove is truly unique and has evolved with us over time since her original title of “Director of First Impressions.” She pitches in on the operations side, helps with paperwork on new accounts, and helps keep our office administration in super shape. As a Notary Public, she assists HH clients with documents that require a Notary.

Prior to HH, Rachel worked as an office assistant at a medical lab and a computer firm. She was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies in 2009.

Rachel lives with her partner and their two dogs. She grew up riding horses and loves to ride whenever she can. In fact, her love of animals is pretty much all embracing—she’s been an avid vegetarian for 25+ years. For fun, she especially enjoys climbing at the gym and spending time with friends.

Fun Fact

I learned how to ride a horse before I could walk. They have always been my passion. When I retire I would love to own another—or five.

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.