Justin Cox (CRD# 7033063) is an Investment Advisor Representative working at Buckingham Strategic Partners, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Buckingham Strategic Wealth, LLC | Clayton, MO | Sep 2021 - Current | 2 |
Wells Fargo Clearing Services | St Louis, MO | Dec 2019 - Sep 2021 | 1 |
Td Ameritrade | Maryville, MO | Jan 2019 - Nov 2019 | < 1 |
Edward Jones (professional Employment Group) | Des Peres, MO | Oct 2018 - Jan 2019 | < 1 |
United Missouri Bank | Maryland Heights, MO | Jan 2018 - Oct 2018 | < 1 |
Praxair | Cahokia, MO | Sep 2017 - Jan 2018 | < 1 |
United States Army | Fort Campbell, KY | Sep 2014 - Sep 2017 | 3 |
Sear's | High Ridge, MO | Feb 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
S63 | Uniform Securities State Law Examination | Jul 2019 |
- MO
-
Total Assets Under Management27,226MILLIONS
-
Total Number of Accounts81,196ACCOUNTS
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Average Account Value$335,316
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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