Kimberly CoxCRD Number: 2997281
Current Firm: West Financial Services, Inc.
Kimberly Cox (CRD# 2997281) is an Investment Advisor Representative working at West Financial Services, Inc. in Mc Lean, VA and has over 19 years of experience in the finance industry. Kimberly Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|West Financial Services, Inc.||Annandale, VA||Apr 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management1,112MILLIONS
Total Number of Accounts1,644ACCOUNTS
Average Account Value$676,483
- 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
- Pension consulting services
CA, DC, DE, FL, IL, MA, MD, NC, NE, NY, PA, TX, VA