Matthew Cox (CRD# 2655688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brodhead, KY and has over 28 years of experience in the finance industry.
CRD# 6894290
Edward Jones
CRD# 4395662
Van Leeuwen Retirement & Investment Services
CRD# 4631513
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Brodhead, KY | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Brodhead, KY | Aug 2018 - Current | 5 |
| Next Financial Group Inc. | Brodhead, KY | Jan 2006 - Aug 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- IN
- KY
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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