Cody Cox, financial advisor Katy TX

Cody Cox

CRD Number: 5948100
Current Firm: Geneos Wealth Management, Inc.

Cody Cox (CRD# 5948100) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Katy, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Katy, TX Aug 2018 - Current 5
Cox Global Associates Inc. Katy, TX Aug 2018 - Current 5
Cox Global Associates Inc. Katy, TX Jun 2012 - Aug 2018 6
Geneos Wealth Management Katy, TX Jun 2012 - Aug 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Cody P. Cox
Phone Number: 303-785-8470
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,646
    MILLIONS
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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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