Paul Cox (CRD# 2295438) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Independence, KY and has over 31 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charls Schwab & Company, Inc. | Independence, KY | Mar 2021 - Current | 3 |
| Fifth Third Securities | Walton, KY | Feb 2019 - Feb 2021 | 2 |
| Fifth Third Bank | Walton, KY | Nov 2017 - Jan 2021 | 3 |
| Unemployed | Independence, KY | Jul 2017 - Nov 2017 | < 1 |
| Strategic Advisers Inc. | Blue Ash, OH | Mar 2001 - Jul 2017 | 16 |
| Fidelity Brokerage Services, Inc. | Cincinnati, OH | Jun 1993 - Jul 2017 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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