Michael Wilcox, financial advisor Toledo OH

Michael Wilcox

CRD Number: 1801579
Current Firm: Wilcox Financial, Inc.

Michael Wilcox (CRD# 1801579) is an Investment Advisor Representative working at Wilcox Financial, Inc. in Toledo, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Ameritas Life Insurance Corp Of New York New York, NY Apr 2010 - Current 14
Wilcox Sports Management Toledo, OH Dec 2008 - Current 15
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 17
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 17
Wilcox Financial Toledo, OH May 1982 - Current 41
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Michael R. Wilcox
Phone Number: 419-537-9407
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

OH, TX

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