Steven Cox, financial advisor Overland Park KS

Steven Cox

CRD Number: 2084626
Current Firm: Providence Financial Advisors, LLC
Compensation Model: Fee Only
Steven Cox (CRD# 2084626) is an Investment Advisor Representative working at Providence Financial Advisors, LLC in Olathe, KS and has over 25 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Providence Financial Advisors, LLC Leawood, KS Feb 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Steven T. Cox
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $1,144,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

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