Cox & Cook Wealth Advisors

Cox & Cook Wealth Advisors (CRD# 173691) is a financial advisory firm headquartered in Dublin, OH. They manage $49,800,000 in 262 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $190,076
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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.
1
Cory B. Cook
CRD#: 5410665
545 Metro Place South, Suite 100, Dublin, OH 43017
88
Wealthminder
score

Cory Cook (CRD# 5410665) is an Investment Advisor Representative working at Cox & Cook Wealth Advisors in Dublin, OH and has 1 year of experience in the finance industry.

2
James D. Cox
CRD#: 2850338
545 Metro Place South, Suite 100, Dublin, OH 43017
83
Wealthminder
score

James Cox (CRD# 2850338) is an Investment Advisor Representative working at Cox & Cook Wealth Advisors in Dublin, OH and has over 19 years of experience in the finance industry.

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