William Cox, financial advisor Andover MA
100 score

William Cox

CRD Number: 1251735
Current 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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Company Name Location Dates Years
Registered Investment Advisor Andover, MA Feb 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for William J. Cox
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $634,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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