Kerri CoxCRD Number: 1221525
Current Firm: Primerica Advisors
Kerri Cox (CRD# 1221525) is an Investment Advisor Representative working at Primerica Advisors in Portland, OR and has over 38 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Primerica Financial Services||Portland, OR||Jan 1984 - Current||38|
|Pfs Investments Inc.||Portland, OR||Oct 1983 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management7,114MILLIONS
Total Number of Accounts49,061ACCOUNTS
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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