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George Cox, financial advisor Spencer MA

George Cox

CRD Number: 2637789
Current Firm: Cox Wealth Management, LLC
Compensation Model: Fee Only
George Cox (CRD# 2637789) is an Investment Advisor Representative working at Cox Wealth Management, LLC in Worcester, MA and has over 20 years of experience in the finance industry.
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Company Name Location Dates Years
Cox Wealth Management, Llc (155223) Spencer, MA Sep 2010 - Current 13
Minnesota Life Insurance Company St. Paul, MN Apr 2009 - Current 15
Q Financial Group Needham, MA Apr 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for George A. Cox
,
Phone Number: 508-762-1235
Advisor Website: http://www.cox-wealth.com
Registered State(s):
  • MA
Current Firm Details
Cox Wealth Management, LLC
Firm's CRD Number: 155223
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $677,329
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

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