Edwin Cox, financial advisor Dothan AL

Edwin Cox

CRD Number: 4750618
Current Firm: Magnolia Wealth Management LLC

Edwin Cox (CRD# 4750618) is an Investment Advisor Representative working at Magnolia Wealth Management LLC in Dothan, AL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Magnolia Wealth Management LLC Dothan, AL May 2018 - Current 5
J.w. Cole Financial, Inc. Tampa, FL Jun 2015 - Nov 2019 4
J. W. Cole Advisors, Inc. Tampa, FL Jun 2015 - Nov 2019 4
Summit Brokerage Services Inc. Dotham, AL Jan 2009 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Edwin A. Cox
Phone Number: (334) 699-4036
Firm Website: http://magnoliawm.com
Registered State(s):
  • AL
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $187,873
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA

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