Logan Cox, financial advisor Colleyville TX

Logan Cox

CRD Number: 6927720
Current Firm: Arete Wealth Advisors, LLC

Logan Cox (CRD# 6927720) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Colleyville, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Arete Wealth Management LLC Chicago, IL Jun 2020 - Current 3
Arete Wealth Advisor LLC Chicago, IL Jun 2020 - Current 3
Guardian Life Insurance Dallas, TX Aug 2019 - Current 4
Guardian Life Insurance Co Of America Frisco, TX Mar 2018 - Current 6
Park Avenue Securities Dallas, TX Aug 2019 - Jun 2020 < 1
Park Avenue Securities, LLC Frisco, TX May 2019 - Jun 2020 1
Knight Of Columbus Plano, TX Aug 2016 - Feb 2018 1
Knights Of Columbus Marengo, IL Feb 2015 - Jul 2016 1
Catholic Word Algonquin, IL Oct 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Logan D. Cox
Phone Number: 312-940-3684
Firm Website: https://curawealth.com/
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    2,672
    MILLIONS
  • Total Number of Accounts
    5,251
    ACCOUNTS
  • Average Account Value
    $508,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • 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
  • Pension consulting services
  • 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, VT, WA, WI, WV, WY

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