William Cox
CRD Number: 1251735Current Firm: Cox Capital Management LLC
Compensation Model: Fee Only
William Cox (CRD# 1251735) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 32 years of experience in the finance industry.
Cox Capital Management LLC provides institutional quality money management to individuals, families and non-profits. Our approach is preservation of capital, income and risk-control. Our flagship product is our CCM Income & Growth portfolio which consists of individual securities and is based on diligent research and in many cases, face to face meetings with company managements. We also offer a number of other allocation offerings and choices to our clients who may have different risk tolerances, time horizon, etc.
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Prosperity Wealth Management, Inc.
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Legacy Financial Solutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Mason Capital Partners | Boston, MA | Jan 2002 - Current | 22 |
U.s. Securities, Intl. Corp. | New York, NY | May 1998 - Current | 26 |
Registered Investment Advisor | Andover, MA | Feb 1997 - Current | 27 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1984 |
S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- ME
- MA
- NH
- TX
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Total Assets Under Management304MILLIONS
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Total Number of Accounts514ACCOUNTS
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Average Account Value$592,053
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, FL, MA, ME, NH, NY, TX, WA
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