William Cox, financial advisor Andover MA

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
Mason Capital Partners Boston, MA Jan 2002 - Current 22
U.s. Securities, Intl. Corp. New York, NY May 1998 - Current 25
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
Contact Info for William J. Cox
By the Numbers
  • Total Assets Under Management
    304
    MILLIONS
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $592,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

CT, FL, MA, ME, NH, NY, TX, WA

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