Donavan Cox (CRD# 5079645) is an Investment Advisor Representative working at Aberle Investment Management LLC in Eagle, CO and has over 16 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 4327629
Srs Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aberle Investment Management LLC | Eagle, CO | Nov 2017 - Current | 6 |
| Morgan Stanley Smith Barney | Denver, CO | Jun 2009 - Current | 14 |
| Citigroup Global Markets Inc. | Denver, CO | Feb 2001 - Current | 23 |
| Morgan Stanley | Denver, CO | Jan 2001 - Nov 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- CA
- CO
- IL
- TX
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$318,205
- 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
CA, CO, IL, LA, TX
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