Robert Cox (CRD# 6760269) is an Investment Advisor Representative working at Centurion Wealth Management LLC in Duluth, GA and has over 7 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centurion Wealth Management LLC | Duluth, GA | Aug 2023 - Current | < 1 |
| Winchester Financial Planning, LLC | Duluth, GA | Apr 2018 - Current | 6 |
| Gradient Advisors, LLC | Arden Hills, MN | Jun 2020 - Sep 2023 | 3 |
| Winchester Wealth Management, LLC | Duluth, GA | May 2017 - Jan 2020 | 2 |
| Independent Insurance Agent | Sugar Hill, GA | Dec 2011 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
GA
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