Misty Cox, financial advisor Atlanta GA

Misty Cox

CRD Number: 6578789
Current Firm: Truist Advisory Services, Inc.

Misty Cox (CRD# 6578789) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Whiteville, NC Feb 2021 - Current < 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current < 1
Bb&t Securities, LLC Whiteville, NC Jan 2018 - Current 3
Bbtis Whiteville, NC Nov 2015 - Current 5
Bb&t Whiteville, NC Mar 2011 - Nov 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Misty W. Cox
Phone Number: 404-827-6461
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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