Cole WilcoxCRD Number: 2856470
Current Firm: Longboard Asset Management
Cole Wilcox (CRD# 2856470) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 24 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Longboard Asset Management, LLC||Phoenix, AZ||Nov 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management87MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$43,589,464
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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