Paul Cox (CRD# 6164388) is an Investment Advisor Representative working at Cox Advisors, LLC in Gilbert, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Peak Commercial Consultants, LLC | Gilbert, AZ | Jul 2015 - Current | 8 |
Cox Advisors, LLC | Gilbert, AZ | Feb 2015 - Current | 9 |
Cox Advisors, LLC | Gilbert, AZ | Mar 2009 - Current | 15 |
Paul A. Cox Sole Proprietor | Gilbert, AZ | Mar 2009 - Current | 15 |
Smart Money Retirement LLC | Gilbert, AZ | Feb 2009 - Current | 15 |
Global Financial Private Capital, LLC | Gilbert, AZ | Apr 2013 - Feb 2015 | 1 |
Arizona Floral Exchange | Gilbert, AZ | Aug 2009 - Nov 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- AZ
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$97,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AZ
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