Robert Cox (CRD# 1561234) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 37 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities Inc. | Pam Beach Gardens, FL | Jul 2010 - Current | 13 |
| Interactive Financial Advisors | Oakbrook, IL | Feb 2005 - Current | 19 |
| Pmg Securities | Wytheville, VA | Jan 2001 - Current | 23 |
| (ing) Northern Life Ins Co | Seattle, WA | Sep 1996 - Current | 27 |
| Vrsi - Part Owner | Wytheville, VA | Oct 1988 - Current | 35 |
| Robert L Cox Chfc | Bedford, VA | Jun 1976 - Current | 47 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- VA
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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