Cox Advisors, LLC
Cox Advisors, LLC (CRD# 174431) is a financial advisory firm headquartered in Gilbert, AZ. They manage $18,416,818 in 188 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts188ACCOUNTS
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Average Account Value$97,962
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Cox Advisors, LLC
1
Paul Cox (CRD# 6164388) is an Investment Advisor Representative working at Cox Advisors, LLC in Gilbert, AZ and has over 11 years of experience in the finance industry.
2
Jennifer Lamb (CRD# 6728867) is an Investment Advisor Representative working at Cox Advisors, LLC in Chandler, AZ and has over 6 years of experience in the finance industry.
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