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).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Cox Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul A. Cox
CRD#: 6164388
1245 N. Hobson St, Gilbert, AZ 85225

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 L. Lamb
CRD#: 6728867
1820 E. Ray Rd., Chandler, AZ 85225

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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