Taylor Cox, financial advisor Shoreline WA
88 score

Taylor Cox

CRD Number: 6400519
Current Firm: Wells Fargo Advisors, LLC

Taylor Cox (CRD# 6400519) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Shoreline, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Shoreline, WA Sep 2014 - Current 2
Wells Fargo Bank, Na Shoreline, WA Aug 2010 - Current 6
Unemployed Lynnwood, WA Jan 2008 - Aug 2010 2
Art Institute Of San Diego San Diego, CA Oct 2006 - Dec 2007 1
Mor Furniture For Less San Diego, CA Jun 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Taylor J. Cox
Phone Number: 314-875-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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