Richard Cox (CRD# 4778887) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Severna Park, MD and has over 20 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sentinels Financial Group, LLC | Severna Park, MD | Jul 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | Annapolis, MD | Apr 2018 - Current | 6 |
| Raymond James Financial Services, Inc. | Annapolis, MD | Jan 2017 - Current | 7 |
| Farmers Financial Solutions | Palm Desert, CA | Mar 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- MD
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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