Steven CoxCRD Number: 2084626
Current Firm: Providence Financial Advisors, LLC
Compensation Model: Fee Only
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Providence Financial Advisors, LLC||Leawood, KS||Feb 2003 - Current||16|
|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|
Total Assets Under Management79MILLIONS
Total Number of Accounts211ACCOUNTS
Average Account Value$372,789
- A percentage of assets under your management
- Hourly charges
- 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)
KS, MO, TX
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