Suzanne Cox (CRD# 2318241) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 27 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Betterwealth LLC | Campbell, CA | Jun 2015 - Current | 8 |
| Wealth Design, LLC | Campbell, CA | Jul 2014 - Jun 2015 | < 1 |
| Ameriprise Financial Services, Inc. | San Jose, CA | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- CA
-
Total Assets Under Management502MILLIONS
-
Total Number of Accounts1,254ACCOUNTS
-
Average Account Value$400,102
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, NY, OR, TX, UT, WA
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