Delwyn CoxCRD Number: 3097919
Current Firm: H.d. Vest Advisory Services, Inc.
Delwyn Cox (CRD# 3097919) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
|H.d. Vest Advisory Services||Bountiful, UT||Oct 2006 - Current||10|
|H.d. Vest Investment Services||Salt Lake City, UT||Jul 1998 - Current||18|
|Delwyn Cox & Co||Salt Lake City, UT||Sep 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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