John Cox (CRD# 4023597) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 24 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 |
---|---|---|---|
Brooklight Place Securities, Inc. | Fountain Hills, AZ | Jun 2019 - Current | 4 |
Acrylic Financial, Inc. | Stillwater, OK | Jun 2019 - Current | 4 |
Jmc Agency Inc. | Stillwater, OK | Jan 2005 - Current | 19 |
Legacy Advance Solutions LLC | Stillwater, OK | Jan 2016 - Jun 2019 | 3 |
Legacy Wag | Stillwater, OK | Jan 2015 - Jun 2019 | 4 |
Stagner Financial Advisory | Tulsa, OK | Jan 2017 - Jan 2017 | < 1 |
Private Client Services LLC | Louisville, KY | Jan 2016 - Jan 2017 | 1 |
Parkland Securities | Ann Arbor, MI | Jan 2014 - Jan 2016 | 2 |
Spc | Ann Arbor, MI | Jan 2013 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2000 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- AZ
- OK
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$181,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, IL, KS, MA, MD, MI, ND, NE, NH, OK, TX, UT, VA
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