Menu
Menu
Richard + Cox Sr - Financial Advisor in Chattanooga, TN

Paladin Research Report For:

Richard Cox Sr

Cox Wealth Management, LLC

ChFC® CFP® AEP® CLU®
6031 Shallowford Road suite 109
Chattanooga, TN 37421
423-894-3882
Visit Website
http://www.coxwealth.com/

About Richard Cox Sr

Trying to map a course to arrive at your financial goals but overwhelmed by the countless decisions required? Don't feel alone, in today's fast ever changing legal, tax, trust, insurance, and investment* environment even the most experienced investor can quickly find themselves on the wrong road. Cox Wealth Management, LLC strives to help take the stress out of planning your financial future. By bringing together a team of professional advisers to map out a strategy and then working together with you, we find the best course to help you reach your financial goals. (* See Disclosure link listed below)

See Disclosures

General Information

CRD#
  • 1403565
Insurance License#
  • 26387
Name of Broker/Dealer
  • American Portfolios Financial Services, Inc.
Name of Custodial Firm
  • Pershing, LLC, TD Ameritrade, Schwab
Years of Experience in Financial Services
  • 40
Work with the following types of clients
  • Individual Investors, Businesses, Businesses
Advisory Services Provided
  • Financial Planning for Individuals, Wealth Management, Investment Advice & Management, Insurance Products & Annuities, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®, CLU®, AEP®

Firm Information

Advisor's Number of Clients
  • 10925
Assets Managed by Advisor
  • $100000

Compensation and Fees

Compensation Methods
  • Based on Assets, Commissions, Hourly, Flat Fee

Education

ChFC -
  • American College
    -
Institute of Tax Studies / ATA -
  • College for Financial Planning
    -
AEP -
  • American College
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886665/paladinregistry-cox-wealth-management,-llc-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.