Wendy CoxCRD Number: 5059578
Current Firm: Raymond James Financial Services Advisors, Inc.
Wendy Cox (CRD# 5059578) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wichita, KS and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Equitable Advisors, LLC
American Independent Securities Group, LLC
|Raymond James Financial Services, Inc.||Wichita, KS||Mar 2018 - Current||3|
|Raymond James Financial Services Advisors Inc.||Wichita, KS||Mar 2018 - Current||3|
|Conway Springs Veterinary Service||Conway Springs, KS||Nov 2014 - Current||7|
|Wells Fargo Advisors Financial Network LLC||Wichita, KS||Sep 2009 - Mar 2018||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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