Brady Cox (CRD# 7833853) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has 1 year of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Sum | The Woodlands, TX | Sep 2023 - Current | < 1 |
| The Sum Prep, LLC | The Woodlands, TX | Jan 2023 - Current | 1 |
| Unemployed | Spring, TX | Jul 2023 - Sep 2023 | < 1 |
| Baker Hughes | Houston, TX | Jul 2022 - Jul 2023 | 1 |
| Baker Hughes | Houston, TX | Sep 2017 - Jul 2022 | 4 |
| Mercy Ships | Lindale, TX | Jun 2016 - Aug 2017 | 1 |
| Clock Spring Co | Houston, TX | Sep 2015 - May 2016 | < 1 |
| Baker Hughes | Houston, TX | Sep 2014 - Sep 2015 | 1 |
| Melton & Melton | Houston, TX | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- LA
- TX
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts619ACCOUNTS
-
Average Account Value$493,629
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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