Brian Cox (CRD# 6556199) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Germantown, TN and has over 8 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Germantown, TN | Jun 2020 - Current | 3 |
| Tva | Gallatin, TN | Jan 2020 - Jun 2020 | < 1 |
| Regions Bank | Bartlett, TN | Nov 2017 - Jan 2020 | 2 |
| Cetera Investment Advisers LLC | Bartlett, TN | Nov 2017 - Jan 2020 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Nov 2017 - Jan 2020 | 2 |
| Tennessee Valley Authority | Memphis, TN | Jul 2016 - Oct 2017 | 1 |
| Edward Jones | St Louis, MO | Sep 2015 - May 2016 | < 1 |
| Tennessee Valley Authority | Memphis, TN | Jan 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- TN
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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