Cox & Cook Wealth Advisors

Cox & Cook Wealth Advisors (CRD# 173691) is a financial advisory firm headquartered in Dublin, OH. They manage $90,285,266 in 473 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

53 North High Street, Suite A1, Dublin, OH 43017

http://www.plans2retire.com

By the Numbers

Total Assets Under Management

90

MILLION
Total Number of Accounts

473

ACCOUNTS
Average Account Value

$190,878

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Cox & Cook Wealth Advisors

Showing 1 - 2 of 2 top financial advisors.

Cory B. Cook

CRD#: 5410665

53 North High Street, Suite A1, Dublin, OH 43017

Cory Cook (CRD# 5410665) is an Investment Advisor Representative working at Cox & Cook Wealth Advisors in Dublin, OH and has over 9 years of experience in the finance industry.

James D. Cox

CRD#: 2850338

53 North High Street, Suite A1, Dublin, OH 43017

James Cox (CRD# 2850338) is an Investment Advisor Representative working at Cox & Cook Wealth Advisors in Dublin, OH and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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