Kirk CoxCRD Number: 6159148
Current Firm: Brookstone Capital Management LLC
Kirk Cox (CRD# 6159148) is an Investment Advisor Representative working at Brookstone Capital Management LLC in San Clemente, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Rs Crum Inc.
|Cox Strategic Insurance Solutions||San Clemente, CA||Jan 2006 - Current||12|
|Gradient Advisors, LLC||Shoreview, MN||Jan 2013 - Dec 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management1,436MILLIONS
Total Number of Accounts29,700ACCOUNTS
Average Account Value$48,361
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV