Keturah Cox (CRD# 7186162) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcj Capital Management | Middleton, WI | Jun 2021 - Current | 2 |
| Empowered Financial Management | Middleton, WI | Nov 2018 - Current | 5 |
| Empowered Financial Investments, LLC | Middleton, WI | Oct 2019 - Dec 2020 | 1 |
| Stotlar & Stotlar, Sc | Madison, WI | Aug 2017 - Oct 2018 | 1 |
| Community Care Resources | Middleton, WI | Apr 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- WI
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Total Assets Under Management2,260MILLIONS
-
Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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