Edwin Cox, financial advisor Gate City VA

Edwin Cox

CRD Number: 6428261
Current Firm: Cambridge Investment Research Advisors, Inc.

Edwin Cox (CRD# 6428261) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gate City, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Fairfield, IA Apr 2020 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2020 - Current 4
Eastman Chemical Company Gate City, VA Nov 2017 - Current 6
James River Advisory, Inc. Forest, VA Feb 2016 - Apr 2020 4
Triad Advisors, Inc. Norcross, GA Dec 2014 - Jun 2016 1
Triad Advisors, Inc. Norcross, GA Dec 2014 - Mar 2016 1
Alpha Natural Resources, Inc. Bristol, VA Apr 2006 - Mar 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination May 2020
Contact Info for Edwin P. Cox
Phone Number: 641-472-5100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, VI, VT, WA, WI, WV, WY

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