Terry CoxCRD Number: 5415732
Current Firm: Raymond James & Associates, Inc.
Terry Cox (CRD# 5415732) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Raymond James & Associates||Scottsdale, AZ||Jan 2016 - Current||1|
|Edward Jones||St Louis, MO||Sep 2007 - Jan 2016||8|
|American Airlines||Chicago, IL||Jan 1989 - Aug 2007||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV